2025-05-12T10:29:41-05:00 2024-06-30 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-07-01 042761636 FACING HISTORY & OURSELVES INC FACI 6177351658 89 SOUTH STREET 401 BOSTON MA 02111 MARIEL GONZALES CHIEF OFF., FINANCE & TALENT 6177351658 2025-04-24 1 1 BRENDA L BOOTH P01342395 6177610600 2025-04-24 2023 2025-03-06 01:10:19Z X DESMOND BLACKBURN 89 SOUTH STREET 401 BOSTON MA 02111 32420996 0 X WWW.FACINGHISTORY.ORG X 1982 MA FACING HISTORY & OURSELVES USES LESSONS OF HISTORY TO CHALLENGE TEACHERS AND THEIR STUDENTS TO STAND UP TO RACISM, ANTISEMITISM, AND OTHER FORMS OF BIGOTRY AND HATE. 37 37 236 352 145945 22007 24362637 28760314 892872 1311904 951124 1746756 -8535 -8720 26198098 31810254 0 0 0 0 23586460 27009042 0 0 6675705 9723056 9125063 33309516 36134105 -7111418 -4323851 69804139 69890032 3225174 2954221 66578965 66935811 FACING HISTORY & OURSELVES USES LESSONS OF HISTORY TO CHALLENGE TEACHERS AND THEIR STUDENTS TO STAND UP TO RACISM, ANTISEMITISM, AND OTHER FORMS OF BIGOTRY AND HATE. 0 0 22472476 1311904 FACING HISTORY & OURSELVES PROVIDES HIGH-QUALITY INSTRUCTIONAL MATERIALS AND INDUSTRY-LEADING PROFESSIONAL LEARNING OPPORTUNITIES TO TEACHERS, SCHOOLS, AND DISTRICTS. OUR PROGRAMS TRANSFORM CLASSROOMS AND EMPOWER STUDENTS TO CREATE POSITIVE CHANGE IN THEIR COMMUNITIES AND AROUND THE WORLD. THROUGH SEVEN OFFICES IN THE USA, AND NUMEROUS GLOBAL PARTNERSHIPS, FACING HISTORY HAS A NETWORK OF MORE THAN 300,000 ACTIVE EDUCATORS. 2076513 0 FACING HISTORY & OURSELVES DESIGNS CURRICULA AND RELATED TEACHING MATERIALS FOR MIDDLE AND HIGH SCHOOL TEACHERS ON TOPICS INCLUDING SOCIAL STUDIES, HISTORY, CIVICS, ELA, SEL, MORAL AND ETHICAL REASONING, AND MORE. THE MATERIALS ARE USED BY HUNDREDS OF THOUSANDS OF TEACHERS EVERY YEAR. EXAMPLES OF CONTENT AREAS COVERED INCLUDE THE HOLOCAUST, RECONSTRUCTION IN THE POST-CIVIL WAR ERA, US HISTORY, CIVICS, AND LITERATURE. 2507843 0 FACING HISTORY & OURSELVES PROVIDES TRAINING, SUPPORT, AND CLASSROOM CURRICULA TO TEACHERS THROUGH A VARIETY OF CHANNELS, INCLUDING VIRTUAL AND IN-PERSON EVENTS, AND A DIGITAL PLATFORM. IN ADDITION, FACING HISTORY COMMUNICATES WITH EDUCATORS AND A BROADER COMMUNITY THROUGH SOCIAL MEDIA, DIRECT EMAIL COMMUNICATION, AND OTHER WRITING, INCLUDING BLOGS AND WHITE PAPERS. THE ORGANIZATION ENCOURAGES A BROAD RANGE OF STAKEHOLDERS - BUT STUDENTS IN PARTICULAR - TO LEARN ABOUT AND FROM HISTORY, TO ENGAGE IN MEANINGFUL AND CONSTRUCTIVE DIALOGUE, AND TO SEE THEIR ROLE AS CIVIC PARTICIPANTS. 27056832 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 125 0 1 236 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NY IL OH TN X X X MARIEL GONZALES 6177351658 89 SOUTH STREET SUITE 401 BOSTON MA 02111 AJ JANOWER DIRECTOR 1.00 X 0 0 0 ABDULLAH T ANTEPLI DIRECTOR 1.00 X 0 0 0 ALAN YANG DIRECTOR 1.00 X 0 0 0 CAROL JOHNSON-DEAN DIRECTOR 1.00 X 0 0 0 CHERYL STRAUSS EINHORN DIRECTOR 1.00 X 0 0 0 DANIEL KATZ DIRECTOR 1.00 X 0 0 0 DEBBIE PUMMER BUSSEY DIRECTOR 1.00 X 0 0 0 DEBRA ENGEL DIRECTOR 1.00 X 0 0 0 EDDA COLLINS COLEMAN DIRECTOR 1.00 X 0 0 0 EMILY LEVENTHAL DIRECTOR 1.00 X 0 0 0 EUNICE LEE DIRECTOR 1.00 X 0 0 0 FERNANDO M REIMERS DIRECTOR 1.00 X 0 0 0 JEFFREY J BUSSGANG DIRECTOR 1.00 X 0 0 0 JILL GARLING DIRECTOR 1.00 X 0 0 0 JILL ELLEN KARP DIRECTOR 1.00 X 0 0 0 JOSH LIPMAN DIRECTOR 1.00 X 0 0 0 JUDY WISE DIRECTOR 1.00 X 0 0 0 JULIE ABRAMS LEFF DIRECTOR 1.00 X 0 0 0 KRISTYN FRISKE DIRECTOR 1.00 X 0 0 0 KWAME ANTHONY APPIAH DIRECTOR 1.00 X 0 0 0 LISA CONN DIRECTOR 1.00 X 0 0 0 LORI R FIFE DIRECTOR 1.00 X 0 0 0 MARCUS L SMITH DIRECTOR 1.00 X 0 0 0 MARK S FIFE DIRECTOR (UNTIL 6-7-24) 1.00 X 0 0 0 MYKHANH SHELTON DIRECTOR 1.00 X 0 0 0 PAUL H BERZ DIRECTOR 1.00 X 0 0 0 RACHEL SCHWARTZ DIRECTOR 1.00 X 0 0 0 RICK MELVOIN DIRECTOR 1.00 X 0 0 0 SAUL PANNELL DIRECTOR 1.00 X 0 0 0 SHELLY SALTZMAN DIRECTOR 1.00 X 0 0 0 STACY SHARPE DIRECTOR 1.00 X 0 0 0 SUSIE RICHARDSON DIRECTOR 1.00 X 0 0 0 THOMAS PHILLIPS DIRECTOR 1.00 X 0 0 0 TINA FOCKLER DIRECTOR 1.00 X 0 0 0 WENDY FISCHMAN DIRECTOR 1.00 X 0 0 0 CARETHA COLEMAN DIRECTOR 1.00 X 0 0 0 MADELEINE FACKLER DIRECTOR 1.00 X 0 0 0 CAREN OSTEN GERSZBERG DIRECTOR 1.00 X 0 0 0 ROGER BROOKS PRESIDENT EMERITUS 35.00 X 332740 0 32679 ANNE MARIE FITZGERALD VP, OPERATIONS/ADVANCEMENT 35.00 X 323491 0 40496 MARIEL C GONZALES CHIEF OFFICER, FINANCE AND TALENT 35.00 X 306044 0 38627 DESMOND BLACKBURN PRESIDENT/CEO 35.00 X 289493 0 24992 STEVE BECTON CHIEF OFFICER, EQUITY & INCLUSION 35.00 X 300505 0 38356 ABBY WEISS SMITH FAMILY SR. VICE PRESIDENT & CPO 35.00 X 303849 0 40704 LARA J JAMES CHIEF OFFICER, MARKETING & COMMUNICATIONS 35.00 X 302688 0 38424 DIMITRY ANSELME CHIEF OFFICER, GROWTH AND ENGAGEMENT 35.00 X 194487 0 35129 APRIL LAMBERT CHIEF OFFICER, TECHNOLOGY & INNOVATION 35.00 X 295801 0 38220 PAMELA HAAS EXECUTIVE DIRECTOR 35.00 X 222012 0 37478 BROOKE HARVEY MANAGING DIRECTOR, EDUCATOR PRODUCT STRATEGY 35.00 X 187811 0 32692 ELAINE GUARNIERI-NUNN MD, PROFESSIONAL LEARNING & PROGRAM OPERATIONS 35.00 X 190226 0 34215 GENTLE BLYTH MANAGING DIRECTOR, COMMUNICATION & BRAND 35.00 X 180618 0 17815 BARR DENNIS SENIOR DIRECTOR, EVALUATION 35.00 X 180259 0 35248 3610024 0 485075 68 0 1 0 ECHO & ECHO 240 ELM STREET SOMERVILLE MA 02144 DIGITAL PLATFORM AND WEB DESIGN 1040879 OPEN TENT LLC 1031 33RD ST SUITE 235 DENVER CO 80205 DIGITAL PLATFORM AND WEB DESIGN 340000 THE BUILD TANK LLC 1442A WALNUT STREET BERKELEY CA 94704 DIGITAL PLATFORM AND WEB DESIGN 240000 AMERICAN INSTITUTE FOR RESEARCH 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 EVALUATION SERVICES 233159 CCS-COMMUNITY COUNSELING SERVICE CO 527 MADISON AVENUE NEW YORK NY 10022 SERVICES DEVELOPMENT 150000 5 1596525 27163789 28760314 FEES 611710 1311904 1311904 1311904 797957 145945 652012 948799 0 948799 948799 948799 589409 1596525 589409 0 12613 21333 -8720 -8720 31810254 1311904 145945 1592091 3610023 2602891 402750 604382 17729506 13636307 433263 3659936 1029235 771926 18012 239297 3095661 2321746 54174 719741 1544617 1172690 55089 316838 21975 21975 79858 79858 347291 347291 3352183 2917729 318236 116218 163213 97928 27746 37539 961036 576622 163376 221038 794664 588051 47680 158933 995329 606870 264640 123819 73432 73432 258086 258086 569645 421537 34179 113929 179068 107441 30441 41186 FOOD 405001 188630 75008 141363 TELEPHONE 368727 279508 6226 82993 SUPPLIES 270813 233842 8532 28439 PRINTING AND PUBLICATIO 137283 90313 7206 39764 147459 111283 5886 30290 36134105 27056832 2401568 6675705 9515012 2763011 7094235 7531763 257404 270887 51953 30617 229279 816555 4149334 1389760 2746624 2759574 6155099 8051789 42379269 46684243 1375264 981593 69804139 69890032 1649531 1530020 35200 308720 1540443 1115481 3225174 2954221 X 28502861 23098783 38076104 43837028 66578965 66935811 69804139 69890032 -4323851 4680697 0 X 0 1 X 1 0 X 23742592 37292715 30109528 24362637 28760314 144267786 23742592 37292715 30109528 24362637 28760314 144267786 41673969 102593817 187923 224626 319865 121836 652012 1506262 73175 115037 188212 145962260 6394542 0.70290 0.75440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28357207 285000 3497599 1395598 30744208 26789774 235000 2613117 1280684 28357207 29617290 160000 -1853995 1133521 26789774 24339754 110000 6203070 1035534 29617290 20586845 5270000 -386418 1130673 24339754 0.00330 0.99670 0.00000 0 0 566010 132516 433494 3583324 1257244 2326080 0 2759574 MULTISTRATEGY INVESTMENT FUND 38093820 F LARGE CAP 4830580 F INTERNATIONAL SMALL CAP 3759843 F 46684243 DUE TO RELATED PARTIES 11528 OPERATING LEASE LIABILITIES 1103953 1115481 X 37319548 4680697 565146 610742 5856585 31462963 347291 347291 31810254 36962702 565146 610742 1175888 35786814 347291 347291 36134105 PART V, LINE 4: FACING HISTORY'S PERMANENTLY RESTRICTED ENDOWMENT IS MANAGED SO AS TO PROVIDE CONSISTENT, RELIABLE SUPPORT FOR THE ORGANIZATION'S PROGRAMS AND OPERATING BUDGET. WHILE IT HAS ENJOYED MODEST INVESTMENT INCOME AND FUND GROWTH OVER THE YEARS, THE ENDOWMENT IS INVESTED CONSERVATIVELY SO AS TO PROTECT ITS PRINCIPAL AND PROVIDE HIGHLY RELIABLE INCOME TO THE ORGANIZATION'S OPERATING BUDGET. PART X, LINE 2: FACING HISTORY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. FACING HISTORY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY, AND ITS DETERMINATIONS OF WHICH INCOME IS RELATED AND UNRELATED, AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, FACING HISTORY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN ANY UNCERTAINTIES REQUIRING RECOGNITION. FACING HISTORY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FACING HISTORY'S FEDERAL AND STATE RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - NETTED ON FORM 990, PAGE 9, PART VIII, LINE 10B: 21,333. EXPENSES FOR EVENTS 589,409. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - NETTED ON FORM 990, PAGE 9, PART VIII, LINE 10B: 21,333. EXPENSES FOR EVENTS 589,409. EUROPE (INCLUDING ICELAND & GREENLAND) 0 14 PROGRAM SERVICES-FRANCE PROFESSIONAL DEVELOPMENT FOR TEACHERS INCLUDING CONTENT DEVELOPMENT 85678 EUROPE (INCLUDING ICELAND & GREENLAND) 0 5 PROGRAM SERVICES-UK PROFESSIONAL DEVELOPMENT FOR TEACHERS INCLUDING CONTENT DEVELOPMENT 258086 0 19 0 0 0 19 343764 0 343764 1 0 1 0 0 0 SOUTHEAST BENEFIT DINNER 441318 294016 147302 147302 NY BENEFIT DINNER 1517826 1197065 320761 320761 1 226790 105444 121346 121346 2185934 1596525 589409 589409 589409 0 X X X X 0 0 0 0 0 0 0 0 0 ROGER BROOKS PRESIDENT EMERITUS 328168 0 0 0 4572 0 16500 0 16179 0 365419 0 0 0 ANNE MARIE FITZGERALD VP, OPERATIONS/ADVANCEMENT 321943 0 0 0 1548 0 16500 0 23996 0 363987 0 0 0 MARIEL C GONZALES CHIEF OFFICER, FINANCE AND TALENT 304496 0 0 0 1548 0 15585 0 23042 0 344671 0 0 0 ABBY WEISS SMITH FAMILY SR. VICE PRESIDENT & CP 302301 0 0 0 1548 0 15585 0 25119 0 344553 0 0 0 LARA J JAMES CHIEF OFFICER, MARKETING & COMMUNICA 300312 0 0 0 2376 0 15382 0 23042 0 341112 0 0 0 STEVE BECTON CHIEF OFFICER, EQUITY & INCLUSION 298957 0 0 0 1548 0 15314 0 23042 0 338861 0 0 0 APRIL LAMBERT CHIEF OFFICER, TECHNOLOGY & INNOVATI 295477 0 0 0 324 0 15178 0 23042 0 334021 0 0 0 DESMOND BLACKBURN PRESIDENT/CEO 289129 0 0 0 364 0 8990 0 16002 0 314485 0 0 0 PAMELA HAAS EXECUTIVE DIRECTOR 221156 0 0 0 856 0 11569 0 25909 0 259490 0 0 0 DIMITRY ANSELME CHIEF OFFICER, GROWTH AND ENGAGEMENT 193659 0 0 0 828 0 10146 0 24983 0 229616 0 0 0 ELAINE GUARNIERI-NUNN MD, PROFESSIONAL LEARNING & PROGRAM 188678 0 0 0 1548 0 9872 0 24343 0 224441 0 0 0 BROOKE HARVEY MANAGING DIRECTOR, EDUCATOR PRODUCT 187260 0 0 0 551 0 9723 0 22969 0 220503 0 0 0 BARR DENNIS SENIOR DIRECTOR, EVALUATION 177883 0 0 0 2376 0 9408 0 25840 0 215507 0 0 0 GENTLE BLYTH MANAGING DIRECTOR, COMMUNICATION & B 179790 0 0 0 828 0 9096 0 8719 0 198433 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS LORI R. FIFE AND MARK S. FIFE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF THE ORGANIZATION WERE AMENDED TO CHANGE THE ORGANIZATION'S NAME FROM FACING HISTORY AND OURSELVES, INC. TO FACING HISTORY & OURSELVES, INC. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE DRAFT VERSION OF FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FORM 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS VIA EMAIL. THE FORM 990 WILL BE FILED UPON APPROVAL BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND SENIOR LEVEL EMPLOYEES ARE REQUIRED TO FAMILIARIZE THEMSELVES WITH THE CONFLICTS OF INTEREST POLICY AND TO ENSURE COMPLIANCE OF RELATED PARTIES WITH IT. IN ADDITION TO THE DISCLOSURES REQUIRED BY THIS POLICY, EACH ARE ANNUALLY PROVIDED WITH A STATEMENT TO COMPLETE AND RETURN INDICATING THAT THEY HAVE READ, UNDERSTAND AND ARE IN COMPLIANCE WITH THIS POLICY. THE CEO IN CONJUNCTION WITH THE CFO AND COO MANAGES THIS PROCESS. IF ANY DIRECTOR HAS A CONFLICT, AT A MINIMUM, THE DIRECTOR WITH THE CONFLICT WILL RECUSE THEMSELVES FROM THE MEETING AND/OR VOTE. OFFICERS AND SENIOR LEVEL EMPLOYEES WHO KNOWINGLY OR UNKNOWINGLY VIOLATE THE POLICY WILL BE SUBJECT TO DISCIPLINARY ACTION, INCLUDING POSSIBLE DISMISSAL. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION PACKAGE REVIEWED BY OUTSIDE CONSULTING FIRM TO ESTABLISH COMPARABILITY DATA AND RECOMMENDATION OF A COMPENSATION PACKAGE TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER KEY EMPLOYEE'S ARE REVIEWED BY THE HUMAN RESOURCE DEPARTMENT. EXTERNAL BENCHMARKING RESOURCES ARE REFERENCED SUCH AS THE MOST RECENT GUIDESTAR NONPROFIT COMPENSATION REPORT. FINAL RECOMMENDATIONS ARE MADE TO THE EXECUTIVE DIRECTOR/PRESIDENT WITH A FINAL REVIEW BY THE BOARD OF DIRECTORS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 990 (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE ON OUR WEBSITE AS WELL AS THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US AND GUIDESTAR AT WWW2.GUIDESTAR.ORG. WE ALSO MAKE OUR FORM 1023, FORM 990-T, ARTICLES OF INCORPORATION, AND BYLAWS AVAILABLE TO THE PUBLIC UPON REQUEST. OUR AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON OUR WEBSITE AS WELL AS THE OFFICIAL WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS AT WWW.CHARITIES.AGO.STATE.MA.US. WE DO NOT MAKE OUR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP FRIENDS OF FACING HISTORY AND OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 042754319 SUPPORT FOR FACING HISTORY AND OURSELVES MA 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0