2024-05-15T09:43:44-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 825484855 PHILADELPHIA ACADEMY OF SCHOOL LEADERS INC PHIL 2159657945 230 S BROAD ST 17TH FLOOR PHILADELPHIA PA 19102 EDWIN M QUEZADA EXECUTIVE DIRECTOR 2159657945 2024-05-15 1 EDWIN QUEZADA XXX-XX-XXXX 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDWIN M QUEZADA 230 S BROAD ST 17TH FLOOR PHILADELPHIA PA 19102 2740737 0 X WWW.PHILLYSCHOOLLEADERS.ORG X 2018 PA TO DEVELOP AND RETAIN PRINCIPALS AND LEADERS WHO IMPROVE STUDENT OUTCOMES AND DRIVE SYSTEMIC CHANGE. 7 6 12 6 0 0 2019582 2613578 65500 115000 54 8165 3210 3994 2088346 2740737 59300 107267 0 0 1222033 1631981 0 0 85744 1264974 1219229 2546307 2958477 -457961 -217740 1189311 950172 335237 313838 854074 636334 X WE DEVELOP, ENGAGE, AND RETAIN PRINCIPALS AND SYSTEM LEADERS WHO TRANSFORM SCHOOLS, DRAMATICALLY IMPROVE STUDENT OUTCOMES, AND DRIVE SYSTEMIC CHANGE TO PREPARE ALL PHILADELPHIA STUDENTS FOR COLLEGE, CAREER, AND LIFE. 0 0 1552816 88000 72450 THE PHILADELPHIA ACADEMY OF SCHOOL LEADERS ("SCHOOL LEADERS") TRAINS AND SUPPORTS PRINCIPALS AND SCHOOL SYSTEM LEADERS ACROSS DISTRICT, CHARTER, AND FAITH-BASED SCHOOLS IN PHILADELPHIA. OUR RESEARCH-BASED AND RESULTS-DRIVEN LEADERSHIP DEVELOPMENT EXPERIENCES PROVIDE LEADERS WITH THE NECESSARY TOOLS, SKILLS, AND NETWORKS TO ELEVATE PERFORMANCE, ADVANCE EQUITY, AND IMPROVE SCHOOL AND STUDENT OUTCOMES.THE NEUBAUER FELLOWSHIP IN EDUCATIONAL LEADERSHIP, SCHOOL LEADERS' FLAGSHIP PROGRAM, IS A TRANSFORMATIVE TWO-YEAR LEADERSHIP EXPERIENCE FOR PRINCIPALS WITH A PROVEN TRACK RECORD OF IMPROVING PHILADELPHIA'S SCHOOLS. THE PROGRAM DEVELOPS LEADERSHIP SKILLS TO ELEVATE SCHOOL PERFORMANCE AND STUDENT OUTCOMES IN SCHOOLS AND ACROSS THE CITY.USING A UNIQUE CROSS-SECTOR, COHORT-BASED APPROACH, FELLOWS RECEIVE BEST-IN-CLASS PROFESSIONAL DEVELOPMENT AND BUILD DEEP RELATIONSHIPS WITH A NETWORK OF OUTSTANDING PEERS WHO SHARE STRATEGIES AND PROBLEM-SOLVE WITH ONE ANOTHER. THE FELLOWSHIP PROVIDES RESOURCES AND GUIDANCE TO SHARPEN PRINCIPALS' LEADERSHIP CAPACITIES AND PRODUCE MEASURABLE, MEANINGFUL RESULTS. THE FELLOWSHIP SELECTION PROCESS IS COMPETITIVE AND ENSURES A DIVERSE MIX OF TALENT AND PERSPECTIVES TO ENHANCE THE LEARNING ENVIRONMENT. THE RIGOROUS COMPETENCY-BASED SELECTION PROCESS INCLUDES AN APPLICATION, INTERVIEWS, INSTRUCTIONAL ANALYSIS, DATA REVIEWS, AND SCHOOL VISITS. THE TWO-YEAR NEUBAUER FELLOWSHIP INCLUDES THE FOLLOWING PROGRAM COMPONENTS: -AN INTENSIVE SIX-DAY SUMMER INSTITUTE IN YEAR 1 -QUARTERLY INSTITUTES TO BUILD CAPACITY IN FOUR LEADERSHIP LEVERS (COMPETENCIES): LEAD AUTHENTICALLY, DEVELOP PEOPLE, ADVANCE EQUITY, DRIVE RESULTS -INDIVIDUALIZED MONTHLY COACHING TO SUPPORT STRATEGY IMPLEMENTATION AND LEADERSHIP GROWTH -APPLICATION OF LEARNING TO A YEAR-LONG PROBLEM OF PRACTICE -OPPORTUNITIES TO HOST AND VISIT OTHER FELLOWS' SCHOOLS -INTIMATE "DINNERS WITH DECISION-MAKERS" WITH PROMINENT BUSINESS, GOVERNMENT, AND NON-PROFIT LEADERS WHO FACE COMPLEX, UNPREDICTABLE CHALLENGES AS A FORMAT TO LEARN LEADERSHIP LESSONS FROM OTHER FIELDS -A $4,000 STIPEND OVER THE TWO YEARS OF THE FELLOWSHIP -ONGOING AND DIFFERENTIATED LEARNING OPPORTUNITIES, CONNECTIONS, AND RESOURCES AS SENIOR FELLOWS (ALUMNI)THE NEUBAUER FELLOWSHIP SERVES 150 SCHOOL AND SYSTEM LEADERS WHO COLLECTIVELY IMPACT NEARLY 100,000 STUDENTS EVERY DAY. BASED ON AN EXTERNAL EVALUATOR'S MULTI-YEAR EVALUATION, WE ARE PLEASED TO SHARE THE FOLLOWING RESULTS: LEADER RETENTION -NEUBAUER FELLOWS ARE RETAINED AT HIGHER RATES IN THE SCHOOL, PRINCIPAL ROLE, SCHOOL SYSTEM, AND CITY OF PHILADELPHIA. THIS IS TRUE AFTER 1, 2, 3, 4, AND 5 YEARS. -NEUBAUER FELLOWS ARE MORE LIKELY TO MOVE INTO LEADERSHIP ROLES. STUDENT ATTENDANCE -SCHOOLS LED BY NEUBAUER FELLOWS HAD A HIGHER PERCENTAGE OF STUDENTS ATTENDING 95% OR MORE OF INSTRUCTIONAL DAYS THAN SCHOOLS NOT LED BY PROGRAM PARTICIPANTS. -PERCENTAGES INCREASED IN YEARS AFTER BEGINNING THE NEUBAUER FELLOWSHIP (COMPARED TO PRIOR YEARS). TEACHER PERCEPTIONS (TEACHER SURVEY QUESTIONS ALIGNED TO OUR LEADERSHIP LEVERS) -SCHOOLS LED BY NEUBAUER FELLOWS HAD A HIGHER PERCENTAGE OF TEACHERS WITH MOST FAVORABLE PERCEPTIONS OF PRINCIPALS' COMMUNICATION OF MISSION AND VISION, TALENT MANAGEMENT, INSTRUCTIONAL IMPROVEMENT, AND EXPECTATIONS OF STUDENTS. -PARTICIPATION IN SCHOOL LEADERS' PROGRAMS APPEARS TO IMPROVE TEACHER PERCEPTIONS OF THESE CHARACTERISTICS. STRATEGIC TEACHER RETENTION -NEUBAUER FELLOWS RETAIN TEACHERS STRATEGICALLY. THEY HAVE HIGHER RETENTION OF HIGHER-PERFORMING TEACHERS AND LOWER RETENTION OF LOWER-PERFORMING TEACHERS. -NEUBAUER FELLOWS HAD HIGHER RETENTION RATES FOR "DISTINGUISHED" TEACHERS IN YEARS DURING/AFTER THE FELLOWSHIP THAN WOULD HAVE BEEN EXPECTED BASED ON PRIOR RATES. THE MOST RECENT STUDENT ACHIEVEMENT AND GROWTH DATA (BEFORE THE COVID PANDEMIC) SHOWED THAT SCHOOLS LED BY NEUBAUER FELLOWS, ON AVERAGE, DEMONSTRATED HIGHER PERFORMANCE ON MANY METRICS AND SUSTAINED IMPROVEMENT IN ACADEMIC ACHIEVEMENT AND ACADEMIC GROWTH WHEN COMPARED TO SCHOOLS LED BY OTHER LEADERS. 8667 8667 THE PERFORMANCE PARTNERS PROGRAM SUPPORTS PROMISING PHILADELPHIA PRINCIPALS ("PERFORMANCE PARTNERS") TO ACHIEVE THEIR MOST SIGNIFICANT SCHOOL GOALS AND DEEPEN THE SKILLS NECESSARY TO DRIVE GROWTH IN STUDENT OUTCOMES. EACH PERFORMANCE PARTNER IS PAIRED WITH A HIGH-PERFORMING PRINCIPAL - A NEUBAUER FELLOWSHIP ALUM - WHO SERVES AS A COACH THROUGHOUT THE YEAR. WITH A SPECIFIC FOCUS ON BOLSTERING INSTRUCTIONAL LEADERSHIP SKILLS, PRINCIPALS DEEPEN SKILLS TO COACH TEACHERS AND PROVIDE FEEDBACK, RESULTING IN IMPROVED TEACHER PRACTICE AND STUDENT OUTCOMES. 297577 10000 13800 THE LEADERS OF LEADERS PROGRAM SUPPORTS SCHOOL SYSTEM LEADERS WHO SUPERVISE PRINCIPALS. THE PROGRAM PROVIDES THE TOOLS NEEDED TO EFFECTIVELY SUPERVISE AND DEVELOP PRINCIPALS, IMPROVE PRINCIPAL PRACTICE, AND INCREASE STUDENT OUTCOMES. LEADERS OF LEADERS INCLUDES BOTH NEUBAUER FELLOWSHIP ALUMNI AS WELL AS OTHER INDIVIDUALS WHO SERVE AS PRINCIPAL SUPERVISORS IN PHILADELPHIA'S DISTRICT, CHARTER, OR FAITH-BASED SCHOOL SYSTEMS. THE PROGRAM INCLUDES: -CAPACITY BUILDING SESSIONS TO STRENGTHEN PRINCIPAL SUPERVISOR COMPETENCIES AND STRATEGIES -INDIVIDUALIZED EXECUTIVE COACHING TO IMPROVE PRACTICE -IN-THE-FIELD PEER OBSERVATIONS TO SHARE PROMISING PRACTICES AND FEEDBACK AMONG COLLEAGUES -OPPORTUNITIES FOR PARTICIPANTS TO STRATEGIZE SOLUTIONS FOR REAL-TIME ISSUES 619952 600 28750 SENIOR FELLOW PROGRAMMING:WE CONTINUE TO SUPPORT THE DEVELOPMENT OF NEUBAUER FELLOWSHIP ALUMNI THROUGH OUR SENIOR FELLOW PROGRAMMING, WHICH INCLUDES DIFFERENTIATED LEARNING OPPORTUNITIES, CONNECTIONS, AND RESOURCES. THIS YEAR, WE OFFERED FOUR YEAR-LONG LEARNING ARCS FOR SENIOR FELLOWS (ALUMNI): SENIOR FELLOWS LEARNED ALONGSIDE THE NEWEST NEUBAUER FELLOWSHIP COHORT TO:-BUILD EXECUTIVE LEADERSHIP AND TALENT MANAGEMENT SKILLS.-LEAD FOR LIBERATION: ASSESS THE CURRENT STATE OF STUDENT AND ADULT CULTURE, TEACHING, AND LEARNING AND IDENTIFY CONCRETE GOALS AND ACTION PLANS TO IMPROVE. WE ALSO OFFERED TWO LEARNING TRACKS EXCLUSIVELY FOR SENIOR FELLOWS:-LEARNING ACCELERATION SUPPORTS PRINCIPALS AND THEIR INSTRUCTIONAL LEADERSHIP TEAMS IN DEVELOPING AND IMPLEMENTING A COMPREHENSIVE STRATEGY TO ACCELERATE, RATHER THAN REMEDIATE, LEARNING FOR ALL STUDENTS, IN A YEAR WHEN THE COVID19 PANDEMIC CONTINUED TO DISRUPT ACADEMIC GROWTH.-RESTORATIVE PRACTICES: RESTORATIVE PRACTICES IN ACTION CULTIVATES THE MINDSETS AND SKILLS NECESSARY FOR SCHOOL LEADERS AND THEIR TEAMS TO NURTURE LEADERSHIP IN STUDENTS THROUGH THE RESTORATION OF STUDENT VOICE, OWNERSHIP, AND EMPOWERMENT IN SUPPORT OF A SUSTAINABLE AND EQUITABLE SCHOOL COMMUNITY. 619952 600 28750 2479012 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 111 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA X EDWIN M QUEZADA EXECUTIVE DIRECTOR 2159657945 230 S BROAD ST 17TH FLOOR PHILADELPHIA PA 19102 TRACY BRESLIN EXEC. DIR./PRESIDENT (UNTIL 3/23) 40.00 0.00 X X 211843 0 35743 JOSEPH NEUBAUER BOARD CHAIR 2.00 0.00 X X 0 0 0 SARA RAY STOELINGA SECRETARY 1.00 0.00 X X 0 0 0 STEPHANIE NAIDOFF TREASURER 1.00 0.00 X X 0 0 0 NOAH TENNANT BOARD MEMBER 1.00 0.00 X 0 0 0 DALILA WILSON-SCOTT BOARD MEMBER 1.00 0.00 X 0 0 0 TIM O'SHAUGHNESSY BOARD MEMBER 1.00 0.00 X 0 0 0 LATANYA BARRETT PROGRAM DIRECTOR 40.00 0.00 X 157716 0 14677 SAM KOSHY DIRECTOR OF DATA AND EVALUATION 40.00 0.00 X 141480 0 26396 MATTHEW KELLEY PROGRAM DIRECTOR 40.00 0.00 X 145871 0 21491 656910 0 98307 4 0 1 0 INSIGHT EDUCATION GROUP 3848 SUNSWEPT DRIVE STUDIO CITY CA 91604 PROGDRAM EVALUATION 199375 1 2613578 2613578 PROGRAM FEES 611110 115000 115000 115000 7672 7672 493 0 493 493 493 REBATES 900099 3994 3994 3994 2740737 115000 0 12159 X 600 600 106667 106667 519280 396107 101883 21290 790789 657896 89346 43547 23079 18989 2862 1228 178091 145309 23555 9227 120742 97338 17389 6015 19595 19595 91561 91561 304719 291395 12377 947 25479 25479 42643 34132 7878 633 307 307 82246 68429 11350 2467 93226 86814 6412 548164 543100 4751 313 4408 4408 STAFF DEVELOPMENT 6315 5884 354 77 DUES AND SUBSCRIPTIONS 566 566 2958477 2479012 393721 85744 3778 6423 239507 704846 780201 178697 127901 9 37924 60197 1189311 950172 160237 110247 175000 203591 335237 313838 X 584920 597608 269154 38726 854074 636334 1189311 950172 -217740 0 X 0 1 X 1 0 X 1065790 2204897 2212943 2019582 2639375 10142587 1065790 2204897 2212943 2019582 2639375 10142587 7962472 2180115 2128 7433 468 54 7672 17755 815 4025 1413 3210 3994 13457 10173799 886401 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 829. 2020 AMOUNT: $ 12. 2021 AMOUNT: $ 17. DISCOUNTS - 2019 AMOUNT: $ 696. REBATES - 2018 AMOUNT: $ 815. 2019 AMOUNT: $ 2,500. 2020 AMOUNT: $ 1,401. 2021 AMOUNT: $ 3,193. 2022 AMOUNT: $ 3,994. SCHEDULE A, PART II, COLUMN C: THE AMOUNTS FOR 2018 REPRESENT A SHORT YEAR AS THE ORGANIZATION BEGAN OPERATIONS DURING THE FISCAL YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2766534 25797 25797 2740737 0 2740737 2984274 25797 25797 2958477 0 2958477 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. 1 NEUBAUER FELLOWSHIP PARTICIPANT STIPEND 22 88000 PERFORMANCE PARTNERS COACH STIPEND 7 8667 EVALUATION ADVISORY PANEL STIPEND 5 10000 PART I, LINE 2: STIPENDS ARE PROVIDED TO INDIVIDUALS WHO PARTICIPATE IN THE NEUBAUER FELLOWSHIP FOR EDUCATIONAL LEADERSHIP ACCORDING TO THE FOLLOWING SCHEDULE: $2,000 AFTER COMPLETION OF THE FIRST SUMMER INSTITUTE, $2,000 AFTER COMPLETION OF THE FIRST YEAR OF THE FELLOWSHIP, AND $1,000 AFTER THE COMPLETION OF THE SECOND YEAR OF FELLOWSHIP. COACHES IN THE PERFORMANCE PARTNERS PROGRAM RECEIVE AN ANNUAL STIPEND OF $2,000 FOR COACHING ANOTHER PRINCIPAL. ADVISORS IN THE EVALUATION ADVISORY PANEL RECEIVE AN ANNUAL STIPEND OF $2,000. X 0 0 X X X X 1 0 0 0 0 0 0 0 0 TRACY BRESLIN EXEC. DIR./PRESIDENT (UNTIL 3/23) 211843 0 0 0 0 0 8544 0 27199 0 247586 0 0 0 LATANYA BARRETT PROGRAM DIRECTOR 151978 0 0 0 5738 0 0 0 14677 0 172393 0 0 0 SAM KOSHY DIRECTOR OF DATA AND EVALUATION 123995 0 0 0 17485 0 5713 0 20683 0 167876 0 0 0 MATTHEW KELLEY PROGRAM DIRECTOR 141521 0 0 0 4350 0 5599 0 15892 0 167362 0 0 0 PART I, LINE 1A EXECUTIVE TRACY BRESLIN RECEIVED A TAX GROSS-UP AS PART OF THE FINAL PAYMENT UPON HER DEPARTURE THAT WAS TO RECOGNIZE HER SERVICE TO THE ORGANIZATION. PART I, LINE 4A EXECUTIVE TRACY BRESLIN RECEIVED A FINAL PAYMENT UPON HER DEPARTURE TO RECOGNIZE HER SERVICE TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY SEPARATE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT WILL INITIALLY BE REVIEWED BY THE EXECUTIVE DIRECTOR AND EXTERNAL ACCOUNTANT. ONCE THE ACCURACY OF THE COMPLETED FORM HAS BEEN CONFIRMED, THE EXECUTIVE DIRECTOR WILL SHARE IT WITH THE BOARD CHAIR FOR REVIEW, AT WHICH TIME IT WILL ALSO BE MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS. SUBSEQUENT TO BOARD REVIEW, THE RETURN WILL BE FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER. THE STATEMENTS ARE REVIEWED AND MONITORED BY THE BOARD CHAIR AND EXECUTIVE DIRECTOR AND ARE KEPT ON FILE BY SCHOOL LEADERS' STAFF. ANY BOARD MEMBER WHO HAS AN ACTUAL, POTENTIAL, OR APPEARANCE OF CONFLICT WILL RECUSE THEMSELVES FROM ANY DECISIONS REGARDING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A PHILADELPHIA ACADEMY OF SCHOOL LEADERS EXECUTIVE COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, IN CONSULTATION WITH AN INDEPENDENT COMPENSATION CONSULTANT AND INFORMED BY A REVIEW OF PUBLICLY AVAILABLE DATA FROM THE FORM 990 OF OTHER ORGANIZATIONS. COMPENSATION DECISIONS ARE SUBJECT TO APPROVAL BY THE BOARD. THESE METHODS ARE USED TO ENSURE THAT COMPENSATION IS IN LINE WITH THE FAIR MARKET RANGE FOR SIMILAR POSITIONS IN THE INDUSTRY. ALTHOUGH DISCUSSIONS ON SALARY ARE NOT SHARED WITH THE EXECUTIVE DIRECTOR, FINAL DECISIONS ARE DOCUMENTED IN BOARD MINUTES FOR EXECUTIVE SESSIONS. FORM 990, PART VI, SECTION C, LINE 19 PHILADELPHIA ACADEMY OF SCHOOL LEADERS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 291,395. MANAGEMENT AND GENERAL EXPENSES 12,377. FUNDRAISING EXPENSES 947. TOTAL EXPENSES 304,719.