Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
EDUCAUSE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
282 CENTURY PLACE NO 5000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOUISVILLE, CO80027
D Employer identification number

84-1455437
E Telephone number

G Gross receipts $ 37,044,288
F Name and address of principal officer:
DIANA OBLINGER
1150 18TH ST NW SUITE 900
WASHINGTON,DC20036
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EDUCAUSE.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1998
M State of legal domicile: CO
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 111
6 Total number of volunteers (estimate if necessary) ............. 6 2,050
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 322,372
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 28,238 0
9 Program service revenue (Part VIII, line 2g) ......... 34,423,801 31,031,432
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 540,243 1,111,623
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,770 2,858
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 34,997,052 32,145,913
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,370,482 10,422,820
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 9,717,633 10,108,412
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 9,277,345 10,490,000
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 33,365,460 31,021,232
19 Revenue less expenses. Subtract line 18 from line 12....... 1,631,592 1,124,681
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 36,898,620 37,779,073
21 Total liabilities (Part X, line 26)............. 16,898,161 15,765,793
22 Net assets or fund balances. Subtract line 21 from line 20..... 20,000,459 22,013,280
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 13,329,788 including grants of $ 10,422,820 ) (Revenue $ 13,253,813 )
NEXT GENERATION LEARNING CHALLENGES - PROVIDES GRANT FUNDING TO SUPPORT IDENTIFYING AND SCALING TECHNOLOGY-ENABLED APPROACHES TO DRAMATICALLY IMPROVE COLLEGE READINESS AND COMPLETION. (FUNDING PROVIDED BY THE BILL & MELINDA GATES FOUNDATION AND THE WILLIAM AND FLORA HEWLETT FOUNDATION.)
4b (Code:   ) (Expenses $ 3,446,389 including grants of $   ) (Revenue $ 6,833,451 )
ANNUAL CONFERENCE - THE ORGANIZATION'S PREMIER PROFESSIONAL DEVELOPMENT INITIATIVE PROVIDES LEARNING AND NETWORKING OPPORTUNITIES TO ALL LEVELS OF INFORMATION TECHNOLOGY PROFESSIONALS.
4c (Code:   ) (Expenses $ 2,160,236 including grants of $   ) (Revenue $ 1,510,185 )
PROFESSIONAL DEVELOPMENT - PROVIDES A VARIETY OF SPECIAL-TOPIC, REGIONAL CONFERENCES AND OTHER MEMBER-DRIVEN PROFESSIONAL DEVELOPMENT ACTIVITIES.
(Code:   ) (Expenses $ 7,266,530 including grants of $   ) (Revenue $ 9,433,983 )
ADVANCED CORE TECHNOLOGIES INITIATIVE (ACTI)- PROVIDES A VENUE WHERE INFORMATION TECHNOLOGY PROFESSIONALS FROM DIVERSE INSTITUTIONS COME TOGETHER TO ADDRESS CORE TECHNOLOGY CHALLENGES.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
LIAISON AND OUTREACH - DEVELOPS ALLIANCES AND NETWORKS WITH RELATED PEERS, ORGANIZATIONS, AND MEMBERS WHO FURTHER EDUCATIONAL SUPPORT FOR INFORMATION RESOURCE PROFESSIONALS IN SUCH AREAS AS TECHNOLOGY PLANNING AND LEADERSHIP.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
POLICY AND SECURITY - WORKS WITH MEMBERS TO INFORM PUBLIC AND CAMPUS POLICY DEVELOPMENT. ALSO AIMS TO IMPROVE INFORMATION SECURITY, DATA PROTECTION, AND PRIVACY PROGRAMS ACROSS HIGHER EDUCATION.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
MEMBERSHIP - PROCESSES MEMBERSHIP RENEWALS, ENROLLS NEW MEMBERS, AND TRACKS MEMBER RETENTION. PROVIDES CUSTOMER SERVICE TO MEMBERS AND CONFERENCE REGISTRANTS AND MAINTAINS COMMITTEE, CONSTITUENT GROUP, AND MEMBER DATA BASES.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
.EDU DOMAIN ADMINISTRATION - REGISTERS AND MANAGES THE .EDU TOP LEVEL DOMAIN NAMES VIA A COOPERATIVE AGREEMENT WITH THE U.S. DEPARTMENT OF COMMERCE.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
EDUCAUSE LEARNING INITIATIVE (ELI) - PROVIDES VARIETY OF RESOURCES, TOOLS, AND PROFESSIONAL DEVELOPMENT ACTIVITIES TO ADVANCE LEARNING THROUGH THE INNOVATIVE APPLICATION OF TECHNOLOGY.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
PUBLISHING AND CONTENT - INCLUDES THE ORGANIZATION'S OPEN-ACCESS DIGITAL AND PRINT FLAGSHIP PUBLICATIONS WHICH ADDRESS CURRENT DEVELOPMENTS AND TRENDS IN IT, HOW THEY MAY AFFECT MEMBERS AND WHAT THESE TRENDS MEAN FOR HIGHER EDUCATION AND SOCIETY.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
MEMBER PROGRAMS - PROVIDES A VARIETY OF RECOGNITION PROGRAMS AND SPECIALIZED SERVICES FOR THE ORGANIZATION'S MEMBERS.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
ANALYTICS - PROVIDES THOUGHT LEADERSHIP AND EDUCATION, DEVELOPING INSTITUTIONAL CAPACITY AND DEMAND FOR ANALYTICS. INCLUDES THE CORE DATA BENCHMARKING SERVICE PROVIDING COMPARATIVE DATA TO INFORM MEMBERS OF THEIR IT STRATEGIC PLANNING AND MANAGEMENT. (PARTIALLY FUNDED BY THE BILL AND MELINDA GATES FOUNDATION.)
4d Other program services (Describe in Schedule O.)
(Expenses $ 7,266,530 including grants of $   ) (Revenue $ 9,433,983 )
4e Total program service expensesMediumBullet26,202,943
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
182
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
111
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CO
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletALEX ALAVI282 CENTURY PLACE STE 5000LOUISVILLECO80027 (303) 449-4430
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DIANA G OBLINGER........................................................................
PRESIDENT AND CEO
 65.00
.......................   		X   X       422,440 0 50,395
(2) DEBRA H ALLISON........................................................................
CHAIR
 1.30
.......................   		X   X       250 0 0
(3) BRIAN VOSS........................................................................
EX-VICE CHAIR
 1.30
.......................   		X   X       1,500 0 0
(4) BRUCE MAAS........................................................................
TREASURER
 1.30
.......................   		X   X       0 0 0
(5) SUSAN METROS........................................................................
VICE CHAIR
 1.30
.......................   		X   X       2,500 0 0
(6) KARA FREEMAN........................................................................
DIRECTOR
 1.30
.......................   		X           0 0 0
(7) JOY HATCH........................................................................
DIRECTOR
 1.30
.......................   		X           0 0 0
(8) DAVID LASSNER........................................................................
DIRECTOR
 1.30
.......................   		X           0 0 0
(9) RICHARD NORTHAM........................................................................
DIRECTOR
 1.30
.......................   		X           0 0 0
(10) PATTIE ORR........................................................................
EX-DIRECTOR
 1.30
.......................   		X           0 0 0
(11) JUSTIN SIPHER........................................................................
SECRETARY
 1.30
.......................   		X   X       0 0 0
(12) VERNON C SMITH........................................................................
EX-DIRECTOR
 1.30
.......................   		X           1,000 0 0
(13) RANDALL J STILES........................................................................
DIRECTOR
 1.30
.......................   		X           1,300 0 0
(14) BILL HOGUE........................................................................
DIRECTOR
 1.30
.......................   		X           7,500 0 0
(15) LAURA PATTERSON........................................................................
DIRECTOR
 1.30
.......................   		X           0 0 0
(16) TRACY SCHROEDER........................................................................
DIRECTOR
 1.30
.......................   		X           0 0 0
(17) SUSAN GRAJEK........................................................................
VICE PRESIDENT
 50.00
.......................   		      X     227,980 0 35,698
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JULIE LITTLE........................................................................
VICE PRESIDENT
 50.00
.......................   		      X     195,440 0 28,609
(19) ANDY CALKINS........................................................................
DEPUTY DIRECTOR
 45.00
.......................   		        X   186,790 0 38,596
(20) MATTHEW MILLIRON........................................................................
CIO
 40.00
.......................   		        X   160,358 0 36,075
(21) JOANNE DEHONEY........................................................................
CHIEF OF STAFF
 40.00
.......................   		        X   153,886 0 24,644
(22) RODNEY PETERSON........................................................................
SENIOR GOVT RELATIONS
 45.00
.......................   		        X   161,610 0 28,196
(23) CATHERINE YANG........................................................................
SENIOR DIRECTOR
 40.00
.......................   		        X   167,487 0 28,662














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,690,041 0 270,875
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
IRONWORKS CONSULTING LLCPO BOX 7777PHILADELPHIAPA191750501 WEBSITE REDESIGN 849,919
ARAMARK SPORTS AND ENTERTAINMENT SERVICE1101 MARKET STREETPHILADELPHIAPA19107 FOOD AND BEVERAGE SERVICE FOR ANNUAL CON 715,317
PRG DENVERPO BOX 731516DALLASTX75373 AUDIO VISUAL SETUP FOR ANNUAL CONVENTION 482,742
SAS INSTITUTESAS CAMPUS DRIVECARYNC27513 LICENSING/SDS SUBCONTRACT 377,238
FREEMAN DECORATING1600 VICEROY SUITE 100DALLASTX75235 CONF MGMT, SIGNAGE, DECOR 368,380
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a GRANT ADMIN & SUBAWARD 900099 13,443,978 13,443,978    
b MEMBERSHIP DUES 900099 5,629,618 5,629,618    
c REGISTRATIONS 900099 5,065,713 5,065,713    
d BOOTH RENTALS 532000 3,415,470 3,415,470    
e SUBSCRIPTION INCOME 511120 2,004,848 2,004,848    
f All other program service revenue . 1,471,805 379,583 322,372 769,850
g Total. Add lines 2a–2f........MediumBullet 31,031,432
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 765,455     765,455
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 2,858     2,858
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 5,236,548 7,995
b Less: cost or other basis and sales expenses 4,894,730 3,645
c Gain or (loss) 341,818 4,350
d Net gain or (loss)..........MediumBullet 346,168     346,168
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 32,145,913 29,939,210 322,372 1,884,331
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 10,422,820 10,422,820
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 974,611 872,926 101,685  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 7,388,900 4,866,123 2,522,777  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 601,762 392,834 208,928  
9 Other employee benefits ....... 554,557 329,847 224,710  
10 Payroll taxes ........... 588,582 401,449 187,133  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 222,871 58,609 164,262  
c Accounting ........... 59,530   59,530  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,103,428 1,793,375 310,053  
12 Advertising and promotion ....        
13 Office expenses ....... 658,440 506,644 151,796  
14 Information technology ...... 7,004 7,004    
15 Royalties ..        
16 Occupancy ........... 537,824 339,133 198,691  
17 Travel ............ 1,028,228 918,286 109,942  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 3,886,102 3,886,102    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 806,201 495,701 310,500  
23 Insurance .............. 43,423 26,699 16,724  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a FOOD & BEVERAGES 257,524 216,579 40,945  
b REPAIRS & MAINTANANCE 230,133 166,191 63,942  
c SPEAKERS & HONORARIA 179,400 179,400    
d MISCELLANEOUS 134,519 91,544 42,975  
e All other expenses 335,373 231,677 103,696  
25 Total functional expenses. Add lines 1 through 24e 31,021,232 26,202,943 4,818,289 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 813,748 1 572,128
2 Savings and temporary cash investments ......... 11,086,991 2 9,949,544
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 193,062 4 140,934
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 496,301 9 486,493
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,700,053
b Less: accumulated depreciation ..... 10b 1,933,111 3,552,990 10c 3,766,942
11 Investments—publicly traded securities .......... 20,618,720 11 22,711,694
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 136,808 15 151,338
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 36,898,620 16 37,779,073
Liabilities 17 Accounts payable and accrued expenses ......... 2,394,638 17 2,854,556
18 Grants payable .................   18  
19 Deferred revenue ................ 14,503,523 19 12,911,237
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 16,898,161 26 15,765,793
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 19,742,356 27 21,695,259
28 Temporarily restricted net assets ........... 158,103 28 218,021
29 Permanently restricted net assets ........... 100,000 29 100,000
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 20,000,459 33 22,013,280
34 Total liabilities and net assets/fund balances ........ 36,898,620 34 37,779,073
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
32,145,913
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
31,021,232
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,124,681
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
20,000,459
5
Net unrealized gains (losses) on investments ...............
5
888,140
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
22,013,280
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDUCAUSE
 
Employer identification number

84-1455437
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
f
g
(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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
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)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
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.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 116,478 10,601   28,238   155,317
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...... 14,659,481 14,860,964 36,086,438 34,065,637 31,031,432 130,703,952
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. 14,775,959 14,871,565 36,086,438 34,093,875 31,031,432 130,859,269
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
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.   282,670 16,286,414 16,651,199 12,617,819 45,838,102
c Add lines 7a and 7b..   282,670 16,286,414 16,651,199 12,617,819 45,838,102
8 Public support (Subtract line 7c from line 6.) 85,021,167
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 14,775,959 14,871,565 36,086,438 34,093,875 31,031,432 130,859,269
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 491,913 491,439 558,058 536,189 768,313 2,845,912
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 491,913 491,439 558,058 536,189 768,313 2,845,912
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. 33,313 93,679       126,992
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 15,289 21,135       36,424
13 Total support. (Add lines 9, 10c, 11, and 12.).. 15,316,474 15,477,818 36,644,496 34,630,064 31,799,745 133,868,597
14
Section C. Computation of Public Support Percentage
15
15
63.510 %
16
16
69.380 %
Section D. Computation of Investment Income Percentage
17
17
2.130 %
18
18
2.270 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDUCAUSE
 
Employer identification number

84-1455437
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 188,168 163,762 156,658 138,599 112,851
b Contributions ........          
c Net investment earnings, gains, and losses 59,908 22,815 7,104 18,059 25,748
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....   -1,591      
g End of year balance ...... 248,076 188,168 163,762 156,658 138,599
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet40.000 %
c
Temporarily restricted endowment SchDMd Bullet60.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   1,424,346 324,231 1,100,115
d Equipment ................   3,505,687 1,608,880 1,896,807
e Other .................   770,020   770,020
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,766,942
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 33,034,053
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 888,140
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 888,140
3 Subtract line 2e from line 1..................... 3 32,145,913
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 32,145,913
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 31,021,232
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 31,021,232
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 31,021,232
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE FUNDS ARE USED TO PAY FOR AN EVENT IN HONOR OF THE WINNER OF THE PAUL EVAN PETERS AWARD. THE AWARD RECOGNIZES THE MOST NOTABLE AND LASTING INTERNATIONAL ACHIEVEMENTS RELATED TO HIGH PERFORMANCE NETWORKS AND THE CREATION AND USE OF INFORMATION RESOURCES AND SERVICES THAT ADVANCE SCHOLARSHIP AND INTELLECTUAL PRODUCTIVITY.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDUCAUSE
 
Employer identification number
84-1455437
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) SINCLAIR COMMUNITY COLLEGE
444 WEST THIRD ST
DAYTON,OH45402 		31-0723444 501(C)(3) 515,177       COLLEGE READINESS AND COMPLETION
(2) CALIFORNIA STATE UNIVERSITY NORTHRIDGE
18111 NORDHOFF ST
NORTHRIDGE,CA91330 		95-6187206 501(C)(3) 839,896       COLLEGE READINESS AND COMPLETION
(3) CERRITOS COLLEGE FOUNDATION
11110 ALONDRA BLVD
NORWALK,CA90650 		95-3387108 501(C)(3) 608,125       COLLEGE READINESS AND COMPLETION
(4) AMERITUS COLLEGE EDUCATIONAL SE
16355 LAGUNA CANYON ROAD
IRVINE,CA92618 		35-2430608   83,333       COLLEGE READINESS AND COMPLETION
(5) ASPIRE PUBLIC SCHOOLS
1001 22ND AVENUE NO 100
OAKLAND,CA94611 		94-3310834 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(6) AUSTIN PEAY STATE UNIVERSITY
PO BOX 4635
CLARKSVILLE,TN37044 		62-0646576 115 50,000       COLLEGE READINESS AND COMPLETION
(7) BALL STATE UNIVERSITY
2000 W UNIVERSITY AVE
MUNCIE,IN47306 		35-6000221   50,000       COLLEGE READINESS AND COMPLETION
(8) BATTELLEEDORG
505 KING AVENUE
COLUMBUS,OH43201 		46-0585021   100,000       COLLEGE READINESS AND COMPLETION
(9) BOARD OF EDUCATION MACOMB CO SHELBY
11303 GREENDALE
STERLING HEIGHTS,MI48312 		38-6002552 PUBLIC SCHOOL 100,000       COLLEGE READINESS AND COMPLETION
(10) BOSTON DAY AND EVENING ACADEMY FOUND INC
20 KEARSARGE AVE
ROXBURY,MA02119 		31-1708923 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(11) CALIBER SCHOOLS
ONE MONTGOMERY STREET
SAN FRANCISCO,CA94104 		46-1219795 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(12) CENTER FOR TEACHING QUALITY INC
605 W MAINT STREET SUITE 207
CARRBORO,NC27510 		04-3606319 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(13) CHARTER OAK STATE COLLEGE
55 PAUL MANAFORT DRIVE
NEW BRITAIN,CT06053 		06-1425662 STATE AGENCY 50,000       COLLEGE READINESS AND COMPLETION
(14) COALITION OF ESSENTIAL SCHOOLS NORTHWEST CENTER
500 AURORA AVENUE N 305
SEATTLE,WA98109 		31-1652434   100,000       COLLEGE READINESS AND COMPLETION
(15) COMMUNITIES FOUNDATION OF TEXAS INC
5500 CARUTH HAVEN LANE
DALLAS,TX75225 		75-0964565 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(16) CURRICULUM IMPROVEMENT INSTITUTE
1S660 MIDWEST ROAD
OAKBROOK TERRACE,IL60181 		26-4139877 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(17) DANVILLE BOARD OF EDUCATION
152 E MARTIN LUTHER KING BLVD
DANVILLE,KY40422 		61-6001399 PUBLIC SCHOOL 150,000       COLLEGE READINESS AND COMPLETION
(18) DOWNTOWN CHARTER SCHOOL INC
1855 1ST AVENUE SUITE 300
SAN DIEGO,CA92101 		45-3972784 501(C)(3) 150,000       COLLEGE READINESS AND COMPLETION
(19) E3 ROCHESTER INC
105 VANGUARD PARKWAY
ROCHESTER,NY14606 		45-5281198 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(20) EDUCATION ACHIEVEMENT AUTHORITY OF MICHIGAN
DEPUTY CHANCELLOR FOR FISCAL
AFFAIRS
DETROIT,MI48202 		45-3549646 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(21) EDUCATION FOR CHANGE
303 HEGENBERGER ROAD
OAKLAND,CA94621 		20-2204424 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(22) ERIN MOTE DESIGN INNOVATION FACTORY
230 ASHLAND PLACE
BROOKLYN,NY11217 		52-0846183   100,000       COLLEGE READINESS AND COMPLETION
(23) FLORIDA VIRTUAL SCHOOL
2145 METROCENTER BLVD
ORLANDO,FL32835 		59-3721320 STATE AGENCY 100,000       COLLEGE READINESS AND COMPLETION
(24) THE FUND FOR PUBLIC SCHOOLS INC
52 CHAMBERS STREET ROOM 305
NEW YORK,NY10007 		11-2656137 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(25) FUTURE IS NOW SCHOOLS
626 WILSHIRE BLVD
LOS ANGELES,CA90017 		27-1859126   100,000       COLLEGE READINESS AND COMPLETION
(26) GENERATION SCHOOLS NETWORK
455 SHERMAN STREET
DENVER,CO80203 		76-0783006 501(C)(3) 300,000       COLLEGE READINESS AND COMPLETION
(27) GREAT OAKS FOUNDATION
239 GREENE STREET
NEW YORK,NY10003 		27-5281234 501(C)(3) 250,000       COLLEGE READINESS AND COMPLETION
(28) HARPER COLLEGE EDUCATIONAL FOUNDATION
1200 W ALGONQUIN RD BLDG W
PALATINE,IL60067 		23-7348228 501(C)(3) 50,000       COLLEGE READINESS AND COMPLETION
(29) INGENUITY PREP
4600 LIVINGSTON RD SE
WASHINGTON,DC20032 		45-5054392 501(C)(3) 227,000       COLLEGE READINESS AND COMPLETION
(30) INTERNATIONAL NETWORK FOR PUBLIC SCHOOLS
50 BROADWAY SUITE 2200
NEW YORK,NY10004 		03-0547067 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(31) UNIVERSITY SYSTEM OF GEORGIA REGENTS
270 WASHINGTON ST SW
ATLANTA,GA30334 		58-6002348 501(C)(3) 563,083       COLLEGE READINESS AND COMPLETION
(32) INTRINSIC SCHOOLS
4517 N ARTESIAN
CHICAGO,IL60625 		45-5454261 501(C)(3) 175,000       COLLEGE READINESS AND COMPLETION
(33) JEFFERSON COUNTY SCHOOL DIST 509J
445 SE BUFF STREET
MADRAS,OR97741 		93-6000537 GOVT AGENCY 100,000       COLLEGE READINESS AND COMPLETION
(34) KENTUCKY COMMUNITY & TECHNICAL COLLEGE SYSTEM
300 N MAIN STREET
VERSAILLES,KY40383 		61-1320380 501(C)(3) 711,205       COLLEGE READINESS AND COMPLETION
(35) KIPP BAY AREA SCHOOLS
1404 FRANKLIN STREET
OAKLAND,CA94612 		20-5010766 501(C)(3) 150,000       COLLEGE READINESS AND COMPLETION
(36) KNOWLEDGEWORKS FOUNDATION
ONE WEST FOURTH STREET
CINCINNATI,OH45202 		31-1321973 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(37) LAKEWOOD CITY SCHOOLS
1470 WARREN ROAD
LAKEWOOD,OH44107 		34-6001631 GOVT AGENCY 100,000       COLLEGE READINESS AND COMPLETION
(38) LANE COMMUNITY COLLEGE
4000 E 30TH AVENUE
EUGENE,OR97405 		93-0546223   100,000       COLLEGE READINESS AND COMPLETION
(39) LEBANON SCHOOL DISTRICT
1000 SOUTH EIGHTH STREET
LEBANON,PA17042 		23-1646050 PUBLIC SCHOOL 150,000       COLLEGE READINESS AND COMPLETION
(40) MARICOPA COMMUNITY COLLEGE
2419 W 14TH STREET
TEMPE,AZ85281 		86-0327449 501(C)(3) 352,583       COLLEGE READINESS AND COMPLETION
(41) MONTESSORI FOR ALL INC
1912 PARKSIDE LANE
AUSTIN,TX78745 		45-4908911 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(42) MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION
340 DEKALB PLACE
BLUE BELL,PA19422 		23-2253031 501(C)(3) 50,000       COLLEGE READINESS AND COMPLETION
(43) NEW VENTURE FUND
1201 CONNECTICUT AVE NW 300
WASHINGTON,DC20036 		20-5806345 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(44) PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAY
OAKLAND,CA946121201 		94-3136771 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(45) PHILO FINANCE CORPORATION
10711 KIPP WAY
HOUSTON,TX77099 		26-0279655 170(B)(1) 100,000       COLLEGE READINESS AND COMPLETION
(46) PIEDMONT CITY SCHOOLS
502 HOOD STREET WEST
PIEDMONT,AL36272 		63-6001037 PUBLIC SCHOOL 100,000       COLLEGE READINESS AND COMPLETION
(47) PROJECT BASED LEARNING INC
318 MERION AVENUE
NARBERTH,PA19072 		27-0139226 501(C)(3) 150,000       COLLEGE READINESS AND COMPLETION
(48) RESEARCH FOUNDATION OF SUNY
PO BOX 9
ALBANY,NY122010009 		14-1368361 501(C)(3) 50,000       COLLEGE READINESS AND COMPLETION
(49) RI MAYORAL ACADEMYBLACKSTONE VALLEY PREP
291 BROAD STREET
CUMBERLAND,RI02864 		27-0617933 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(50) SCHOOL DIST OF WEST ALLIS
1205 S 70TH STREET
WEST ALLIS,WI53214 		39-1304215 SCHOOL DISTRICT 100,000       COLLEGE READINESS AND COMPLETION
(51) SCHOOLS FOR THE FUTURE DEVELOPEMENT
14165 N FENTON ROAD
FENTON,MI48430 		45-5087903   298,000       COLLEGE READINESS AND COMPLETION
(52) THRIVE PUBLIC SCHOOLS
2711 BAINBRIDGE ROAD
SAN DIEGO,CA92106 		46-3302948 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(53) UNIV OF MARYLAND UNIVERSITY COLLEGE
3501 UNIVERSITY BLVD EAST
ADELPHI,MD20783 		52-6002033 170(C) 50,000       COLLEGE READINESS AND COMPLETION
(54) UNIVERSITY OF WASHINGTON GRANTS
UW GRANTS AND CONTRACTS
SEATTLE,WA981056692 		91-6001537 501(C)(3) 528,180       COLLEGE READINESS AND COMPLETION
(55) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA ST STE 102
LOS ANGELES,CA900898001 		95-1642394 501(C)(3) 135,000       COLLEGE READINESS AND COMPLETION
(56) VALOR COLLEGIATE ACADEMIES
209 10TH AVENUE SOUTH
NASHVILLE,TN37203 		46-1413472 501(C)(3) 100,000       COLLEGE READINESS AND COMPLETION
(57) VENTURE ACADEMIES
5033 43RD AVENUE SOUTH
MINNEAPOLIS,MN55417 		61-1677994 501(C)(3) 300,000       COLLEGE READINESS AND COMPLETION
(58) VIRTUAL LEARNING ACADEMY CHARTER SCHOOL
30 LINDEN STREET PO BOX 1050
EXETER,NH03833 		56-2668724 501(C)(3) 331,000       COLLEGE READINESS AND COMPLETION
(59) WISEBURN 21ST CENTURY SCHOOLS
13500 AVIATION BLVD
HAWTHORNE,CA90250 		26-3405843 501(C)(3) 73,000       COLLEGE READINESS AND COMPLETION
(60) WORLD CLASS SCHOOLS
724 SIMPSON STREET
EVANSTON,IL60201 		46-3120883   100,000       COLLEGE READINESS AND COMPLETION
(61) PRIOR YEAR GRANT RETURNS
VARIOUS
VARIOUS,MO99999 		000000000   -167,852       COLLEGE READINESS AND COMPLETION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
51
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
10
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANT SUB AWARDEES ARE REQUIRED TO PROVIDE FINANCIAL AND PROGRAM REPORTS NO LATER THAN 90 DAYS SUBSEQUENT TO THE END OF THE GRANT PERIOD. ONE SIX-MONTH, NO-COST EXTENSION REQUEST IS ALLOWED. IN ADDITION TO THESE FORMAL REPORTING REQUIREMENTS, GRANTEES ARE REQUIRED TO ACTIVELY AND PUBLICLY SHARE INFORMATION ON THE NEXT GENERATION LEARNING CHALLENGES (NGLC) WEBSITE, PARTICIPATE IN COMMUNITY ENGAGEMENT, AND PARTICIPATE IN THE ANNUAL NGLC MEETING. EACH GRANT RECIPIENT MUST PARTICIPATE IN AN EVALUATION CONDUCTED BY AN INDEPENDENT THIRD PARTY. PARTICIPATION INCLUDES INTERVIEWS, SITE VISITS, AND REPORTING OTHER THAN THE FINANCIAL AND PROGRAM REPORTS MENTIONED ABOVE.
Schedule I (Form 990) 2013


Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDUCAUSE
 
Employer identification number

84-1455437
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)DIANA G OBLINGERPRESIDENT AND CEO (i)
(ii)		 422,440
0 		0
0 		0
0 		40,126
0 		10,269
0 		472,835
0 		0
0
(2)SUSAN GRAJEKVICE PRESIDENT (i)
(ii)		 227,980
0 		0
0 		0
0 		22,920
0 		12,778
0 		263,678
0 		0
0
(3)JULIE LITTLEVICE PRESIDENT (i)
(ii)		 195,440
0 		0
0 		0
0 		19,513
0 		9,096
0 		224,049
0 		0
0
(4)ANDY CALKINSDEPUTY DIRECTOR (i)
(ii)		 186,790
0 		0
0 		0
0 		19,273
0 		19,323
0 		225,386
0 		0
0
(5)MATTHEW MILLIRONCIO (i)
(ii)		 160,358
0 		0
0 		0
0 		16,913
0 		19,162
0 		196,433
0 		0
0
(6)JOANNE DEHONEYCHIEF OF STAFF (i)
(ii)		 153,886
0 		0
0 		0
0 		15,647
0 		8,997
0 		178,530
0 		0
0
(7)RODNEY PETERSONSENIOR GOVT RELATIONS (i)
(ii)		 161,610
0 		0
0 		0
0 		16,644
0 		11,552
0 		189,806
0 		0
0
(8)CATHERINE YANGSENIOR DIRECTOR (i)
(ii)		 167,487
0 		0
0 		0
0 		17,557
0 		11,105
0 		196,149
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
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.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDUCAUSE
 
Employer identification number

84-1455437
Return Reference Explanation
PART I (SUMMARY - ACTIVITIES AND GOVERNANCE) QUESTION 6 EDUCAUSE VOLUNTEERS SERVE AS COMMITTEE MEMBERS IN ONE OF TWO WAYS: INFORMAL OPPORTUNITIES: VOLUNTEERS ENGAGE THROUGHOUT THE YEAR ON A PROJECT-BY-PROJECT BASIS IN VARIOUS ACTIVITIES, SUCH AS CONTRIBUTING CONTENT, SHARING OPINIONS, IDENTIFYING HOT TOPICS, PARTICIPATING IN TASK FORCES AND VIRTUAL COMMUNITIES, CONVENING CONFERENCE SESSIONS, AND MIRCOBLOGGING. FORMAL OPPORTUNITIES: ADVISORY COMMITTEE MEMBER - (SERVE 1 TO 3 YEAR TERMS) VOLUNTEERS CONTRIBUTE TO SPECIAL ACTIVITIES AND GUIDE ASSOCIATION DIRECTIONS IN SELECTED AREAS OF PROFESSIONAL PRACTICE AND POLICY. PROGRAM COMMITTEE MEMBER - (SERVE 1 YEAR TERM) VOLUNTEERS DEVELOP THEMES, ORGANIZATION, AND CONTENT FOR SPECIFIC CONFERENCES.
FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WITH THE AUTHORITY TO ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7A EACH EDUCATIONAL INSTITUTION MEMBER ASSIGNS A PRIMARY REPRESENTATIVE WHO IS ENTITLED TO VOTE IN THE ELECTION OF ELECTED BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11 THE BOARD PERFORMS AN ANNUAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE IRS. SEVERAL DAYS PRIOR TO THE SUMMER BOARD MEETING, A DRAFT OF THE FORM 990 IS SENT TO EACH MEMBER OF THE GOVERNING BODY. BOARD MEMBERS ARE REQUESTED TO BRING COMMENTS, QUESTIONS, AND CONCERNS TO THE MEETING FOR DISCUSSION. SEVERAL ADDITIONAL DAYS, BEYOND THE DATE OF THE BOARD MEETING, ARE OPEN FOR FURTHER DISCUSSION. THE REVIEW DEADLINE IS CLEARLY STATED. ANY NECESSARY CHANGES ARE MADE THROUGH THE THIRD-PARTY TAX PREPARER SUBSEQUENT TO THE MEETING. THE FINAL COPY OF THE FORM 990 IS SIGNED BY THE PRESIDENT OF THE ASSOCIATION AND FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF MUST READ AND SIGN THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS POLICY AT TIME OF HIRE AND AS REVISIONS OCCUR. BOARD MEMBERS MUST ANNUALLY READ AND SIGN THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS POLICY. ANY INSTANCES OF NON-COMPLIANCE ARE REQUIRED TO BE IMMEDIATELY REPORTED. THE PRESIDENT DETERMINES CORRECTIVE MEASURES FOR STAFF IN VIOLATION OF THE POLICY. THE BOARD DETERMINES CORRECTIVE MEASURES FOR THE PRESIDENT OR OTHER BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT THIRD PARTY IS ENGAGED TO PROVIDE COMPETITIVE COMPENSATION INFORMATION TO THE AUDIT COMMITTEE OF THE GOVERNING BODY. THE SUBCOMMITTEE USES THAT INFORMATION TO REVIEW THE COMPENSATION OF THE PRESIDENT AND VICE-PRESIDENTS. THE AUDIT COMMITTEE MEETS TO EVALUATE THE RELIABILITY OF THE BENCHMARKING DATA AND THOROUGHLY REVIEWS THE REASONABLENESS OF THE COMPENSATION OF EXECUTIVE STAFF. THE SUBCOMMITTEE THEN REPORTS ITS FINDINGS TO THE ENTIRE GOVERNING BODY. MINUTES OF ALL DISCUSSIONS ARE RECORDED BY A MEMBER OF THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.
FORM 990, PART VII, PAGE 7: SERVICES PROVIDED BY BOARD MEMBERS INCLUDE CONFERENCE HONRARIUMS, REVIEW PANELIST FEE FOR SUBAWARDS, AND COMPOSITION OF AN ANALYTICS RISK GUIDE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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