Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
ADVANCE ILLINOIS NFP
Employer identification number
26-2052733
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
4,420,000
249,500
448,200
1,855,125
1,173,025
8,145,850
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
4,420,000
249,500
448,200
1,855,125
1,173,025
8,145,850
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
5,927,884
6
Public support. Subtract line 5 from line 4.
2,217,966
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
4,420,000
249,500
448,200
1,855,125
1,173,025
8,145,850
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
12,808
8,413
6,007
2,705
2,057
31,990
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
25
0
0
0
25
11
Total support (Add lines 7 through 10).
8,177,865
12
Gross receipts from related activities, etc. (see instructions)
..................
12
0
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
0 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 25, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 25;,
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
12000266
Software Version:
v2012.1.0
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
ADVANCE ILLINOIS NFP
Employer identification number
26-2052733
Identifier
Return Reference
Explanation
MISSION CONTINUED
FORM 990, PART III, LINE 1
SPECIFICALLY, ADVANCE ILLINOIS: *PROVIDES OBJECTIVE RESEARCH AND DATA ABOUT THE STATE OF EDUCATION IN ILLINOIS. *LISTENS TO WHAT CITIZENS AND KEY STAKEHOLDERS HAVE TO SAY ABOUT EDUCATION AND WORKFORCE NEEDS. *DEVELOPS A COMPREHENSIVE, MULTI-ISSUE POLICY AGENDA FOR CHANGE. THROUGHOUT OUR DELIBERATIONS, WE HAVE BEEN GUIDED BY THESE CORE PRINCIPLES: *A QUALITY EDUCATION IMPROVES THE ODDS OF SUCCESS FOR ALL YOUNG PEOPLE AND ANCHORS A STATE'S CIVIC AND ECONOMIC WELL-BEING. *A 21ST-CENTURY EDUCATION BEGINS AT BIRTH AND ENGAGES FAMILIES AND COMMUNITIES. *EFFECTIVE TEACHERS AND PRINCIPALS ARE AT THE CORE OF GREAT SCHOOLS. *IMPROVEMENT BEGINS WITH HIGH EXPECTATIONS FOR EVERY STUDENT AND EVERY SCHOOL. *RESULTS MATTER. WE MUST FOCUS ON OUTCOMES AND EMPLOY QUALITY DATA TO UNDERSTAND HOW WE ARE DOING AND PUT THAT KNOWLEDGE TO USE. *INNOVATIVE AND FAR-REACHING POLICIES ARE THE HALLMARKS OF SUCCESSFUL REFORM. ACHIEVING THEM WILL REQUIRE US ALL TO MOVE BEYOND OLD DEBATES AND COME TOGETHER AROUND SOLUTIONS THAT WORK FOR CHILDREN. *SOUND EDUCATION POLICY REQUIRES DELIBERATE AND PERSISTENT EFFORT COMBINED WITH HONEST COLLABORATION AND CLEAR COMMUNICATION. *QUALITY SCHOOLS REQUIRE ADEQUATE RESOURCES AND THE ABILITY TO USE THEM WISELY AND EFFECTIVELY TO PROMOTE STUDENT ACHIEVEMENT.
Review of form 990 by governing body
Form 990, Part VI, Section B, Line 11b
THE EXECUTIVE DIRECTOR PROVIDES A COPY OF THE 990 TO THE FULL BOARD AND ALSO REVIEWS IT WITH THE ORGANIZATION'S FINANCE & DEVELOPMENT COMMITTEE PRIOR TO FILING WITH THE IRS.
Conflict of interest policy
Form 990, Part VI, Section B, Line 12c
ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS, AND EMPLOYEES ARE UNDER A CONTINUING OBLIGATION TO MAKE FULL DISCLOSURE TO THE BOARD OF DIRECTORS OF ALL SITUATIONS INVOLVING ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. DISCLOSURE STATEMENTS MUST BE SUBMITTED ANNUALLY BY EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE. FOLLOWING DISCLOSURE OF A PERCEIVED CONFLICT OF INTEREST, THE BOARD OF DIRECTORS OR RELEVANT COMMITTEE SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, DETERMINE A COURSE OF ACTION TO RESOLVE THE CONFLICT.
Process used to establish compensation of top management official
Form 990, Part VI, Section B, Line 15a
COMPENSATION GUIDELINES FOR THE EXECUTIVE DIRECTOR POSITION (ED). COMPENSATION INCLUDES TOTAL CASH COMPENSATION GUIDELINES AND A MENU OF BENEFITS (DEFINED BY LEVEL OF IMPORTANCE) THAT WERE USED FOR HIRING THE RIGHT INDIVIDUAL FOR THIS POSITION. THE ADVANCE ILLINOIS SEARCH COMMITTEE UTILIZED ISAACSON MILLER TO RECRUIT THE EXECUTIVE DIRECTOR POSITION. ON JUNE 5, 2008 TIM KNOWLES, INTERIM CHAIR (ON THE BEHALF OF THE INDEPENDENT BOARD OF DIRECTORS) SENT AN OFFER LETTER TO ROBIN STEANS WHO ACCEPTED THE ED POSITION. THIS CONTRACT, SIGNED BY TIM KNOWLES, SERVED AS THE CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO THE DELIBERATION AND DECISION REGARDING THE COMPENSATION ARRANGEMENT. THE ORGANIZATION ENGAGED A CONSULTING COMPANY TO PROVIDE AN ASSESSMENT OF MARKET PRACTICES TO DETERMINE THE APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THROUGH 2012, NO ADJUSTMENTS HAVE BEEN MADE TO THE ED'S BASE COMPENSATION SINCE THE EXECUTION OF THE INITIAL EMPLOYMENT CONTRACT. IN FEBRUARY 2011 (FOR FY 2010), DECEMBER 2011 (FOR FY 2011), AND DECEMBER 2012 (FOR FY 2012) THE ADVANCE ILLINOIS BOARD APPROVED $30,000 BONUSES FOR ROBIN BASED ON A PERCENTAGE OF HER BASE COMPENSATION AS OUTLINED IN HER OFFER LETTER.
COMPENSATION OF OTHER OFFICER & KEY EMPLOYEES
FORM 990, PART VI, LINE 15B
THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES PER THE IRS DEFINITION, THEREFORE THIS QUESTION IS NOT APPLICABLE AND HAS INTENTIONALLY BEEN CHECKED "NO".
Governing documents, conflict of interest policy and financial statements available to the public
Form 990, Part VI, Section C, Line 19
FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
Other Expenses
Form 990, Part IX, Line 11g
PUBLICATION & EDUCATION CONTRACTORS - TOTAL EXPENSE: 75117, PROGRAM SERVICE EXPENSE: 75117, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0; PROJECT MANAGER - TOTAL EXPENSE: 69846, PROGRAM SERVICE EXPENSE: 47775, MANAGEMENT AND GENERAL EXPENSES: 2794, FUNDRAISING EXPENSES: 19277; EAC TEACHER STIPENDS - TOTAL EXPENSE: 53750, PROGRAM SERVICE EXPENSE: 53750, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0; INTERNS - TOTAL EXPENSE: 29707, PROGRAM SERVICE EXPENSE: 29707, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0; OUTREACH CONTRACT SERVICES - TOTAL EXPENSE: 25000, PROGRAM SERVICE EXPENSE: 25000, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0; TEMP OFF MGR FROM AGENCY - TOTAL EXPENSE: 13417, PROGRAM SERVICE EXPENSE: 4696, MANAGEMENT AND GENERAL EXPENSES: 8050, FUNDRAISING EXPENSES: 671; DEVELOPMENT CONTRACTOR - TOTAL EXPENSE: 9605, PROGRAM SERVICE EXPENSE: 0, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 9605; POLICY ADVISORY CONTRACTOR - TOTAL EXPENSE: 7500, PROGRAM SERVICE EXPENSE: 7500, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0; POLICY & RESEARCH CONTRACTOR - TOTAL EXPENSE: 4091, PROGRAM SERVICE EXPENSE: 4091, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0; COMMON CORE WEBSITE CONTRACTOR - TOTAL EXPENSE: 1400, PROGRAM SERVICE EXPENSE: 1400, MANAGEMENT AND GENERAL EXPENSES: 0, FUNDRAISING EXPENSES: 0;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.