2024-06-13T11:06:35-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 522275123 AFTERSCHOOL ALLIANCE AFTE 2023472030 1101 14TH STREET NW 700 WASHINGTON DC 20005 IRINA ZABELLO SR VP FINANCE & ADMIN 2023472030 2024-06-13 1 IRINA ZABELLO 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z JODI GRANT 1101 14TH STREET NW 700 WASHINGTON DC 20005 6130616 0 X WWW.AFTERSCHOOLALLIANCE.ORG X 2000 DC SEE PART III, LINE 1. 17 17 28 22 0 0 5712599 5759149 0 0 123327 319933 332 652 5836258 6079734 270000 413000 0 0 2958964 3608978 0 0 130986 2376223 2387349 5605187 6409327 231071 -329593 11484684 11545436 2169841 2298098 9314843 9247338 THE ALLIANCE WORKS TO ENSURE THAT ALL YOUTH HAVE ACCESS TO AFFORDABLE, QUALITY AFTERSCHOOL PROGRAMS BY ENGAGING PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE AND LOCAL LEVELS. 0 0 3528933 413000 FIELD DEVELOPMENT - BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL AND SUMMER LEARNING FIELD, AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL AND SUMMER LEARNING PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL AND SUMMER LEARNING DEVELOPMENTS. TRAINING AFTERSCHOOL AND SUMMER LEARNING SUPPORTERS ON COMMUNICATION, MARKETING AND SUSTAINABILITY, AND DEVELOPING MATERIALS FOR THE AFTERSCHOOL AND SUMMER LEARNING FIELDS IN THESE AREAS. 1674284 PUBLIC AWARENESS - EDUCATING THE PUBLIC, LEADERS, AND MEDIA ON THE BENEFITS OF AFTERSCHOOL AND SUMMER LEARNING PROGRAMS, AND THE DEMAND AND SUPPLY OF PROGRAMS NATIONWIDE. 741613 RESEARCH - PROGRAM DEVELOPMENT - CONDUCTING RESEARCH, GATHERING INFORMATION AND DEVELOPING FACT SHEETS, AND INFORMATIONAL METERIALS ON THE AFTERSHCOOL AND SUMMER LEARNING ISSUES. SHARING INFORMATION VIA BRIEFINGS, TESTIMONY, AND MEETINGS WITH NATIONAL LEADERS, LAWMAKERS, AND PUBLIC AGENCIES. TRACKING POLICY DEVELOPMENT RELATED TO AFTERSCHOOL AND SUMMER LEARNING PROGRAMS. 5944830 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 88 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X IRINA ZABELLO 2023472030 1101 14TH STREET NW 700 WASHINGTON DC 20005 LISA LUCHETA CHAIR 1.00 X X 0 0 0 TERRY PETERSON VICE-CHAIR 1.00 X X 0 0 0 JEAN MARGARET SMITH SECRETARY 1.00 X X 0 0 0 STACEY GILLIS WEBER TREASURER TERM END 04/23 1.00 X X 0 0 0 CAGLA HIRSCHMAN TREASURER TERM START 04/23 1.00 X X 0 0 0 BARRY FORD DIRECTOR 1.00 X 0 0 0 DAVID CICILLINE DIRECTOR 1.00 X 0 0 0 JOHN DANIELSON DIRECTOR 1.00 X 0 0 0 KARL DEAN DIRECTOR 1.00 X 0 0 0 LUCY FRIEDMAN DIRECTOR 1.00 X 0 0 0 MARCUS GOODWIN DIRECTOR 1.00 X 0 0 0 TIM HWANG DIRECTOR 1.00 X 0 0 0 LETICIA MEDEROS DIRECTOR 1.00 X 0 0 0 GILBERT MORENO DIRECTOR 1.00 X 0 0 0 HEATHER NESLE DIRECTOR 1.00 X 0 0 0 AMOBI OKUGO DIRECTOR 1.00 X 0 0 0 STANLEY PORTER DIRECTOR 1.00 X 0 0 0 GERARD ROBINSON DIRECTOR 1.00 X 0 0 0 JODI GRANT EXECUTIVE DIRECTOR 40.00 X 299543 0 33340 IRINA ZABELLO SR VP FINANCE & ADMIN 40.00 X 159915 0 4650 JENNIFER RINEHART SR VP STRATEGY & PROGRS 40.00 X 235648 0 6649 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 40.00 X 237115 0 6666 ERIK PETERSON SR VP POLICY 40.00 X 187364 0 22421 ANITA KRISHNAMURTHI SR VP CYESS 40.00 X 183807 0 15363 NIKKI YAMASHIRO VP RESEARCH 40.00 X 157954 0 11619 1461346 0 100708 11 0 1 0 BURNESS COMMUNICATIONS 7910 WOODMONT AVE STE 700 BETHESDA MD 20814 COMMUNICATIONS AND MEDIA 577650 PR SOLUTIONS INC 1625 K STREET NW STE 1250 WASHINGTON DC 20006 COMMUNICATIONS AND MEDIA 351100 BOSE WASHINGTON PARTNERS LLC 111 MONUMENT CIRCLE STE 2700 INDIANAPOLIS IN 04620 POLICY CONSULTING 144000 3 8210 53844 5697095 5759149 282369 282369 90 90 88446 50882 37564 37564 37564 MISCELLANEOUS 900099 562 562 562 6079734 0 0 320585 X 413000 413000 497448 421373 64443 11632 2655041 2399263 176326 79452 59546 53719 3999 1828 177767 158296 14275 5196 219176 195421 17331 6424 49042 44084 3582 1376 101883 100678 1086 119 1092097 1087230 2585 2282 32756 29288 3298 170 162436 149139 11913 1384 137348 131070 2833 3445 205472 185194 14079 6199 105244 103527 483 1234 155057 143239 7307 4511 23087 18174 4307 606 7583 6787 570 226 STIPENDS AND AWARDS 251291 251291 PROGRAM FIELD FUNDS 29173 29173 DUES AND SUBSCRIPTIONS 14324 13529 276 519 EQUIPMENT 7924 5428 2312 184 12632 5927 2506 4199 6409327 5944830 333511 130986 3366214 234710 2891831 6345715 991584 442439 103194 63629 79436 89380 180683 121306 48609 59377 2289230 2576114 1714586 1734072 11484684 11545436 283882 411263 1885959 1886835 2169841 2298098 X 3398914 3539869 5915929 5707469 9314843 9247338 11484684 11545436 -329593 262088 0 X 0 1 X 1 0 X 6049112 4937891 6269398 5712599 5759149 28728149 6049112 4937891 6269398 5712599 5759149 28728149 19503850 9224299 156576 127756 96873 122873 282459 786537 431 2689 7924 200 562 11806 29526492 0.31240 0.31930 X AFTERSCHOOL ALLIANCE QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF SEC. 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2023, IS 31.24%, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(I).AFTERSCHOOL ALLIANCE IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(II).AFTERSCHOOL ALLIANCE'S PUBLIC SUPPORT, AT 31.24%, IS WELL ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(I), AFTERSCHOOL ALLIANCE HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN FACT, AFTERSCHOOL ALLIANCE HAS RECEIVED FINANCIAL SUPPORT FROM HUNDREDS OF INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM NUMBER OF DIFFERENT FOUNDATIONS. AFTERSCHOOL ALLIANCE'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, AFTERSCHOOL ALLIANCE MEETS THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III)(B).AFTERSCHOOL ALLIANCE REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. AFTERSCHOOL ALLIANCE TO ENSURE THAT ALL YOUTH HAVE ACCESS TO AFFORDABLE, QUALITY AFTERSCHOOL PROGRAMS BY ENGAGING PUBLIC WILL TO INCREASE PUBLIC AND PRIVATE INVESTMENT IN AFTERSCHOOL PROGRAM INITIATIVES AT THE NATIONAL, STATE, AND LOCAL LEVELS. THROUGH BUILDING RELATIONSHIPS AND PARTNERSHIPS WITH NATIONAL, STATE, AND LOCAL ORGANIZATIONS AND INDIVIDUALS WHO ARE WORKING IN THE AFTERSCHOOL AND SUMMER LEARNING FIELD AND SUPPORTING THEIR EFFORTS TO PROMOTE AFTERSCHOOL AND SUMMER LEARNING PROGRAMMING. TRACKING AND DISSEMINATING INFORMATION ON STATE AND LOCAL LEVEL AFTERSCHOOL AND SUMMER LEARNING DEVELOPMENTS. TRAINING AFTERSCHOOL AND SUMMER LEARNING SUPPORTERS ON COMMUNICATION, MARKETING, AND SUSTAINABILITY, AND DEVELOPING MATERIALS FOR THE AFTERSCHOOL AND SUMMER LEARNING FIELDS IN THESE AREAS. AFTERSCHOOL ALLIANCE FURTHER DEMONSTRATES ITS PUBLIC SUPPORT. IN THIS MANNER, AFTERSCHOOL ALLIANCE MEETS THE REQUIREMENT OF SEC. 1.170A-9(F)(3)(III)(D). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37034 64848 101882 6307445 6409327 470466 117617 0 0 409249 411862 430259 470466 1721836 2582754 42879 61612 68484 101882 274857 102312 102966 107565 117617 430460 645690 27464 9197 14100 37034 87795 PART II-A, LOBBYING ACTIVITIES: DIRECT FEDERAL LOBBYING ACTIVITIES IN 2023 WERE LIMITED TO SUPPORT FOR 21ST CENTURY COMMUNITY LEARNING CENTERS (AFTERSCHOOL AND SUMMER LEARNING FUNDING) AND THE CHILD CARE DEVELOPMENT FUND FOR FY 2024 APPROPRIATIONS. ADDITIONAL DIRECT LOBBYING ACTIVITIES WERE CONDUCTED IN SUPPORT OF THE BIPARTISAN, BICAMERAL YOUTH WORKFORCE READINESS ACT (S. 454 AND HR 3416). 1979261 311519 80000 2210780 2381564 -341496 60807 1979261 2240312 219683 78431 2381564 1896548 279088 -64677 2240313 1784517 331953 219922 1896548 0.66540 0.33460 0 0 30253 17467 12786 15200 15200 0 135230 88639 46591 59377 DEPOSITS 16872 RIGHT-OF-USE ASSET, OPERATING LEASE 941700 RIGHT-OF-USE ASSET, FINANCE LEASE 8994 DEFERRED COMPENSATION INVESTMENT 766506 1734072 FINANCE LEASE 9059 DEFERRED COMPENSATION OBLIGATION 766506 OPERATING LEASE OBLIGATION 1111270 1886835 6831383 262088 489561 751649 6079734 0 6079734 6898888 489561 489561 6409327 0 6409327 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO PROVIDE A RELIABLE SOURCE OF LONG-TERM INVESTMENT FUNDS TO SUPPORT THE ONGOING ACTIVITIES OF AFTERSCHOOL ALLIANCE. ENDOWMENT EARNINGS ARE UNRESTRICTED, AND USED PER BOARD'S APPROVAL FOR ORGANIZATION'S OPERATIONAL NEEDS. 1 ALABAMA EXPANDED LEARNING ALLIANCE 201 CARMICHAEL HALL BOX 870231 TUSCALOOSA AL 35487 636001138 501 (C)(3) 53000 0 CREDIT FOR LEARNING NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 911829974 501 (C)(3) 50000 0 CREDIT FOR LEARNING VIRGINIA PARTNERSHIP FOR OUT-OF-SCHOOL TIME 2644 HENSLEY MINERAL VA 23177 834446151 501 (C)(3) 50000 0 OUTREACH, GOVERNMENT RELATIONS VOICES FOR ALABAMA'S CHILDREN PO BOX 4576 MONTGOMERY AL 36103 582020321 501 (C)(3) 45000 0 STEM POLICY TEXAS PARTNERSHIP OUT OF SCHOOL TIME 8509 FM 969 BUILDING 509 AUSTIN TX 78724 275024847 501 (C)(3) 30000 0 STEM POLICY JANNUS INC 1607 W JEFFERSON ST BOISE ID 83702 816035382 501 (C)(3) 25000 0 EDUCATION OUTREACH WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 26507 556017181 501 (C)(3) 25000 0 EDUCATION OUTREACH METROPOLITAN FAMILY SERVICE 1 N DEARBORN SUITE 1000 CHICAGO IL 60602 362167940 501 (C)(3) 20000 0 STEM POLICY NEW MEXICO OUT-OF-SCHOOL TIME NETWORK 4700 LINCOLN RD NE STE 124 ALBUQUERQUE NM 87109 923637887 501 (C)(3) 20000 0 STEM POLICY VERMONT AFTERSCHOOL INC 123 ETHAN ALLEN AVE COLCHESTER VT 05446 320399970 501 (C)(3) 20000 0 STEM POLICY VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA ST NW ATLANTA GA 30303 020678823 501 (C)(3) 20000 0 STEM POLICY CENTRAL SUSQUEHANNA INTERMEDIATE UNIT 90 LAWTON LANE MILTON PA 17847 231743451 501 (C)(3) 10000 0 STEM POLICY EMBE SIOUX EMPIRE UNITED WAY INC 300 W 11TH ST SIOUX FALLS SD 57104 460234998 501 (C)(3) 10000 0 STEM POLICY NATIONAL LEAGUE OF CITIES INSTITUTE 660 N CAPITOL STREET NW SUITE 450 WASHINGTON DC 20001 530226780 501 (C)(3) 10000 0 ENGAGE EVERY STUDENT NEW YORK STATE NETWORK FOR YOUTH SUCCESS 415 RIVER STREET 2ND FLOOR TROY NY 12180 133841114 501 (C)(3) 10000 0 STEM POLICY SCHOOL SERVICES OF MONTANA 4055 VALLEY COMMONS DRIVE UNIT G BOZEMAN MT 59718 460552293 501 (C)(3) 10000 0 STEM POLICY 16 0 PART I, LINE 2: AWARDS ARE GIVEN TO AFTERSCHOOL PROGRAMS BASED ON VARIOUS CRITERIA FOR OUTSTANDING PERFORMANCE. USES FOR AWARD FUNDING IS NOT RESTRICTED. X X X 0 0 0 0 0 0 0 1 0 JODI GRANT EXECUTIVE DIRECTOR 269543 0 30000 0 0 0 9414 0 23926 0 332883 0 0 0 URSULA HELMINSKI SR VP EXTERNAL AFFAIRS 217115 0 20000 0 0 0 6666 0 0 0 243781 0 0 0 JENNIFER RINEHART SR VP STRATEGY & PROGRS 215648 0 20000 0 0 0 6649 0 0 0 242297 0 0 0 ERIK PETERSON SR VP POLICY 174864 0 12500 0 0 0 5649 0 16772 0 209785 0 0 0 ANITA KRISHNAMURTHI SR VP CYESS 176307 0 7500 0 0 0 5400 0 9963 0 199170 0 0 0 NIKKI YAMASHIRO VP RESEARCH 147954 0 10000 0 0 0 4500 0 7119 0 169573 0 0 0 IRINA ZABELLO SR VP FINANCE & ADMIN 147415 0 12500 0 0 0 4650 0 0 0 164565 0 0 0 PART I, LINE 7 THE BONUSES WERE MERIT BASED AND THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS: JODI GRANT $30,000 JENNIFER RINEHART $20,000 URSULA HELMINSKI $20,000 ERIK PETERSON $12,500 IRINA ZABELLO $12,500 NIKKI YAMASHIRO $10,000 ANITA KRISHNAMURTHI $7,500 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE FIRM'S AUDITORS AND REVIEWED BY THE SR VP OF FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE EXECUTIVE DIRECTOR AND SR VP OF EXTERNAL AFFAIRS. IF THERE WERE COMMENTS OR QUESTIONS, THEY WERE DISCUSSED WITH THE FIRM'S AUDITORS. AFTER THE 990 WAS REVIEWED, IT WAS SENT TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE 990 WAS APPROVED BY THE CHAIR OF THE AUDIT COMMITTEE, THE 990 FORM WAS SENT TO THE FULL BOARD FOR FINAL REVIEW BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED AND DATED CONFLICT OF INTEREST POLICY ANNUALLY, INDICATING THAT THEY HAVE READ AND COMPLY WITH THE POLICY. A CHECKLIST IS MAINTAINED AND MONITORED. FOLLOW UP EMAIL REQUESTS AND/OR TELEPHONE CALLS ARE MADE UNTIL ALL OUTSTANDING POLICIES ARE RECEIVED. IF A CONFLICT OF INTEREST OCCURS, THE BOARD MEMBER INVOLVED RECUSES HIM/HERSELF FROM VOTING ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE AFTERSCHOOL ALLIANCE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE CHAIR TAKES THE LEAD ON MAKING A RECOMMENDATION TO THE REST OF THE EXECUTIVE COMMITTEE. THIS RECOMMENDATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND/OR BONUS IS THEN APPROVED TO REFLECT PERFORMANCE ACHIEVEMENTS. THE BOARD ALSO USED COMPARABLE ORGANIZATION'S 990S FROM GUIDESTAR AS GUIDELINES FOR COMPARABLE DATA. THE LAST COMPENSATION REVIEW WAS COMPLETED IN DECEMBER 2023 AND THE DECISION WAS DOCUMENTED IN THE EMPLOYEE'S FILE. ALL STAFF ARE SUBJECT TO AN ANNUAL SALARY REVIEW AND REVISION THAT IS APPROVED BY THE EXECUTIVE DIRECTOR AND SUBJECT TO BOARD REVISION. AFTERSCHOOL ALLIANCE POLICY STATES THAT ANY RAISE EQUAL TO AN INCREASE OF 10% OR MORE OF AN EMPLOYEE'S CURRENT SALARY MUST BE APPROVED, IN ADVANCE, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY CONSULTANTS: PROGRAM SERVICE EXPENSES 142,298. MANAGEMENT AND GENERAL EXPENSES 1,534. FUNDRAISING EXPENSES 168. TOTAL EXPENSES 144,000. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 11,858. MANAGEMENT AND GENERAL EXPENSES 128. FUNDRAISING EXPENSES 14. TOTAL EXPENSES 12,000. MEDIA CONSULTANTS: PROGRAM SERVICE EXPENSES 847,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,000. TOTAL EXPENSES 849,434. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 85,640. MANAGEMENT AND GENERAL EXPENSES 923. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 86,663.