2024-11-13T12:14:31-06:00 2022-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-01-01 330522594 AVID CENTER AVID 8583804800 9797 AERO DRIVE 100 SAN DIEGO CA 92123 THUAN NGUYEN PRESIDENT AND CEO 8583804800 2024-11-06 1 1 DEBRA D SMITH CPA P00646873 7604318440 2024-11-06 2022 2024-10-15 13:58:12Z X THUAN NGUYEN 9797 AERO DRIVE 100 SAN DIEGO CA 92123 82222366 0 X WWW.AVID.ORG X 1992 CA TO CLOSE THE OPPORTUNITY GAP SO ALL STUDENTS ARE COLLEGE AND CAREER READY. 10 9 967 0 102884 0 8990754 1944034 60197928 71125791 4582188 -168691 4940878 4883414 78711748 77784548 120000 120000 0 0 41030222 47340269 0 0 16774 13041707 33714158 54191929 81174427 24519819 -3389879 156133269 144965219 40835771 43407648 115297498 101557571 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 54523716 120000 33144173 AVID (ADVANCEMENT VIA INDIVIDUAL DETERMINATION) IS A NON-PROFIT, COLLEGE READINESS SYSTEM THAT HELPS TO CLOSE THE OPPORTUNITY GAP. TODAY, AVID IS IMPLEMENTED IN OVER 7,000 SCHOOLS IN 46 STATES AND THE DISTRICT OF COLUMBIA PLUS SCHOOLS IN CANADA AND AUSTRALIA AND FOR THE DEPARTMENT OF DEFENSE AROUND THE WORLD AND IMPACTS MILLIONS OF STUDENTS IN GRADES PRE-K-12. THE ORGANIZATION'S PROFESSIONAL LEARNING EFFORTS, THROUGH WHICH MORE THAN 50,000 EDUCATORS ARE TRAINED. CLASSROOM TEACHERS AND SCHOOL DISTRICT LEADERSHIP ARE MORE FULLY ENGAGED IN THEIR TEACHING WHICH IS A PROVEN MEANS TO IMPACT STUDENT SUCCESS SO THEY MAY ACHIEVE IN COLLEGE, CAREER AND LIFE. 16750981 34672549 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. 343132 2458804 AVID PROVIDES A SERIES OF PROFESSIONAL DEVELOPMENT TO DISTRICT DIRECTORS. DISTRICT DIRECTORS ATTEND VARIOUS SESSIONS, DESIGNED TO HELP THEM LEAD THE AVID PROGRAM IN THEIR DISTRICT. 2387466 5650699 AVID CONDUCTS VIRTUAL AND FACE-TO-FACE, TWO-DAY PROFESSIONAL DEVELOPMENT PATH TRAININGS. 2387466 5650699 74005295 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 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 14 0 967 1 1 1 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 1 1 1 1 1 1 1 1 0 CA X DAVID GREULICH 8583804800 9797 AERO DRIVE SUITE 100 SAN DIEGO CA 92123 SANDY HUSK CHIEF EXECUTIVE OFFICER TERM 3.16.22 40.00 X X 517625 0 52714 DR MATT GIANNESCHI DIRECTOR 1.00 X 0 0 0 NORI JUBA CHAIRMAN & TREASURER 1.00 X X 0 0 0 CLARENCE FIELDS SECRETARY 1.00 X X 0 0 0 MARY CATHERINE SWANSON DIRECTOR 1.00 X 0 0 0 THELMA MELENDEZ 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 ROBERT GORDON DIRECTOR 1.00 X 0 0 0 SUE LEVIN DIRECTOR RESIGNED 3/20/2022 1.00 X 0 0 0 DRLISETTE NIEVES DIRECTOR RESIGNED 3/20/2022 1.00 X 0 0 0 ELIGIO PIMENTEL ESQ DIRECTOR 1.00 X 0 0 0 THUAN NGUYEN PRESIDENT AND CHIEF EXECUTIVE OFFICER 40.00 X X 623944 0 61856 STEVE SILBERMAN EXECUTIVE VP 40.00 X 307319 0 77295 MELISSA FOWLER VICE PRESIDENT 40.00 X 254074 0 30432 ALIBER LOZANO VICE PRESIDENT 40.00 X 231057 0 20500 LYNN KEPP VICE PRESIDENT 40.00 X 226094 0 27000 CHRISTEN NG VICE PRESIDENT 40.00 X 223632 0 50931 DAVID ARP SENIOR DIRECTOR 40.00 X 211652 0 27596 DENNIS JOHNSTON SENIOR DIRECTOR 40.00 X 199594 0 39543 EILEEN FRIOU SENIOR DIRECTOR 40.00 X 200449 0 43240 ERIKA WAGNER SENIOR DIRECTOR 40.00 X 231880 0 13675 MICHELLE-NOELLE MAGALLANEZ HEAD OF SPECIAL PROJECTS 40.00 X 201964 0 26696 3429284 0 471478 172 0 1 0 MUHAMMAD ALI 103 FIELDHOUSE WAY WINNIPEG CA CONSULTING 117210 OTS CONSULTING 316 WINDCHIME DR DANVILLE CA 94506 CONSULTING 113200 2 1507148 436886 1944034 CONTRACT REVENUE 900099 30059055 30059055 SUMMER INSTITUTE 900099 27870507 27870507 VIRTUAL LEARNING 900099 11523156 11523156 OTHER INCOME 900099 1673073 1673073 71125791 1261716 1261716 2717594 1909619 807975 807975 102884 705091 298312 1728719 -1430407 -1430407 -1430407 4874919 799480 4075439 4075439 77784548 75201230 102884 536400 120000 120000 1094086 272057 822029 34468183 32922520 1545663 1473913 1381182 92731 7709868 7224801 485067 2594219 2431003 163216 104000 104000 97449 97449 6059515 5430390 629125 416356 416356 734149 733775 374 2088259 2088259 2564665 2202892 350796 10977 4567602 4456124 105681 5797 4882499 4820532 61967 552951 462598 90353 1148053 871805 276248 395964 227239 168725 EQUIPMENT RENTAL-CONFER 6434469 6427435 7034 BAD DEBTS 1449913 1449913 PUBLICATIONS/GRAPHICS 1019486 997299 22187 CREDIT CARD FEES 605542 0 605542 593286 415028 178258 81174427 74005295 7152358 16774 41262952 29216987 10929364 10939199 7199224 13727743 867777 935904 1068917 1285142 40135956 11004933 29702749 29131023 52948846 50018700 8875023 6538528 3278417 3171993 156133269 144965219 9798159 9727828 5324832 8684021 25453363 24841662 259417 154137 40835771 43407648 X 114508418 100478483 789080 1079088 115297498 101557571 156133269 144965219 X -3389879 -10053347 -296701 X 0 1 X 1 0 X 3088499 2340394 1588509 8990754 1647333 17655489 72345915 74853150 57880647 65755746 77163135 347998593 75434414 77193544 59469156 74746500 78810468 365654082 0 0 0 365654082 1308886 1588297 1598946 1181063 1464261 7141453 1308886 1588297 1598946 1181063 1464261 7141453 553 74543 75096 76743300 78781841 61068102 75928116 80349272 372870631 0.98060 0.97990 0.01920 0.02010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 104000 0 0 104000 0 PART II-B, LINE 1: AVID CENTER RETAINS LOBBYISTS TO PROMOTE AWARENESS OF THE EFFECTIVENESS OF THE AVID ELECTIVE AND ITS IMPORTANCE FOR THE ADVANCEMENT OF EDUCATION FOR CHILDREN IN PUBLIC SECONDARY SCHOOLS. IN THE CURRENT ERA OF DECLINING REVENUE FOR PUBLIC EDUCATION IN MANY STATES, LOBBYING IS ESSENTIAL TO CONTINUE STATE FUNDING FOR COLLEGE AND CAREER READINESS AND ENSURE AVID QUALIFIES FOR THE FUNDING OR MINIMIZE THE IMPACT OF CUTS WHEN THEY ARE REQUIRED. THE LOBBYING ACTIVITY PRIMARILY CONSISTS OF SELECTED MEETINGS WITH VARIOUS OFFICIALS AND AGENCIES BY AVID'S SENIOR MANAGEMENT ITS LOBBYING CONSULTANTS AND AVID EDUCATORS AND STUDENTS TO EXPLAIN THE IMPORTANCE OF AVID. THE LOBBYING ACTUALLY SEEKS TO OBTAIN OR MAINTAIN PROGRAM FUNDING FOR BOTH DIRECT FUNDING OF THE AVID CENTER AND ALSO THE VARIOUS STATE FUNDED LOCAL SCHOOL DISTRICT AND COUNTY BOARDS OF EDUCATION AVID BUDGETS. ADEQUATE FUNDING OF THESE PROGRAMS IS NECESSARY FOR AVID TO CONTINUE TO GROW AND ACCOMPLISH ITS EXEMPT PURPOSE MISSION. 2897856 4590144 7488000 11318064 17927580 8908318 20337326 733929 709730 24199 2668383 1386885 1281498 29131023 OPERATING & FINANCE LEASE LIABILITIES 154137 154137 X 70046149 -10053347 -296701 2709098 -7640950 77687099 97449 97449 77784548 83786076 2709098 2709098 81076978 97449 97449 81174427 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, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH RELATED REVENUE 799,480. RENTAL EXPENSES NETTED WITH RELATED REVENUE 1,909,618. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH RELATED REVENUE 799,480. RENTAL EXPENSES NETTED WITH RELATED REVENUE 1,909,618. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICE CONSULTING SERVICES FOR CANADA SCHOOL DISTRICTS 117210 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICE AVID PROGRAM LICENSING 0 2 0 0 0 2 117210 0 117210 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 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. 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. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 THUAN NGUYEN PRESIDENT AND CHIEF EXECUTIVE OFFICE 542650 0 81294 0 0 0 41000 0 20856 0 685800 0 0 0 SANDY HUSK CHIEF EXECUTIVE OFFICER TERM 3.16.22 139691 0 150000 0 227934 0 47500 0 5214 0 570339 0 0 0 STEVE SILBERMAN EXECUTIVE VP 263846 0 43473 0 0 0 47500 0 29795 0 384614 0 0 0 MELISSA FOWLER VICE PRESIDENT 220857 0 33217 0 0 0 20500 0 9932 0 284506 0 0 0 CHRISTEN NG VICE PRESIDENT 223632 0 0 0 0 0 41000 0 9931 0 274563 0 0 0 LYNN KEPP VICE PRESIDENT 194267 0 31827 0 0 0 27000 0 0 0 253094 0 0 0 ALIBER LOZANO VICE PRESIDENT 200002 0 31055 0 0 0 20500 0 0 0 251557 0 0 0 ERIKA WAGNER SENIOR DIRECTOR 199470 0 32410 0 0 0 1099 0 12576 0 245555 0 0 0 EILEEN FRIOU SENIOR DIRECTOR 171784 0 28665 0 0 0 26506 0 16734 0 243689 0 0 0 DAVID ARP SENIOR DIRECTOR 182952 0 28700 0 0 0 18346 0 9250 0 239248 0 0 0 DENNIS JOHNSTON SENIOR DIRECTOR 171140 0 28454 0 0 0 27000 0 12543 0 239137 0 0 0 MICHELLE-NOELLE MAGALLANEZ HEAD OF SPECIAL PROJECTS 166996 0 34968 0 0 0 16764 0 9932 0 228660 0 0 0 PART I, LINE 1A AS A PRACTICE, NONE OF THE ABOVE ARE PROVIDED TO AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHEST COMPENSATED EMPLOYEE. AVID CENTER POLICY IS TO USE ECONOMY CLASS AIRFARE BOOKED NO LESS THAN FOURTEEN BUSINESS DAYS IN ADVANCE AND NO MORE THAN NINETY DAYS IN ADVANCE OF TRAVEL. ON RARE OCCASIONS FIRST CLASS TICKETS HAVE BEEN PURCHASED WHEN LOWER FARES HAVE BEEN UNAVAILABLE AND BUSINESS NEEDS DICTATE THE TRIP. AN EXCEPTION MAY ALSO BE MADE FOR HEALTH RELATED ISSUES. PART I, LINES 4A-B SANDY HUSK RECEIVED A SEVERANCE PAY OUT OF $150,000 AND ALSO $227,934 IN 457B DISTRIBUTIONS. 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 AMENDED RETURN STATEMENT: THE ORGANIZATION IS AMENDING FORM 990 TO INCLUDE SCHEDULE K. THE ORGANIZATION UPDATED PART IV LINE 24A TO YES AND HAS COMPLETED SCHEDULE K SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN FINAL DRAFT FORM BY THE CEO, CONTROLLER AND THE EXECUTIVE VICE PRESIDENT 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. FORM 990, PART VI, SECTION B, LINE 15 EVERY OTHER YEAR THE CHAIRMAN OF THE BOARD OUTSOURCES AN INDEPENDENT SALARY SURVEY FOR THE CEO. THE CEO IN TURN COMMISSIONS INDEPENDENT SALARY STUDY FOR SENIOR LEADERS. THE CEO DID THAT IN 2022. 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 EITHER THE CEO, EVP OR CONTROLLER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE UPON REQUEST VIA EMAIL TO EITHER THE CEO, EVP OR CONTROLLER THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR GRANTS REFUNDED -296,701.