Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 1,116,608 | 1,303,095 | 1,301,077 | 1,205,234 | 1,285,012 | 6,211,026 |
| 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 | 1,116,608 | 1,303,095 | 1,301,077 | 1,205,234 | 1,285,012 | 6,211,026 |
| 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).. | 2,666,731 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,544,295 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,116,608 | 1,303,095 | 1,301,077 | 1,205,234 | 1,285,012 | 6,211,026 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 3,464 | 2,580 | 1,953 | 1,407 | 1,055 | 10,459 |
| 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 VI.).. | 6,889 | 6,889 | ||||
| 11 | Total support Add lines 7 through 10. | 6,228,374 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| PART III - LINE 4A | THRIVING FAMILIES THIS WORK FOCUSES ON: - ENSURING THAT THE STATE'S LOWER-INCOME CHILDREN, FAMILIES AND PREGNANT WOMEN HAVE TIMELY ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTHCARE. - ENSURING THAT ALL ELIGIBLE LOWER-INCOME CHILDREN, FAMILIES AND PREGNANT WOMEN HAVE UNINTERRUPTED COVERAGE IN THE HUSKY HEALTH PROGRAM. - ENSURING THAT THE IMPLEMENTATION OF NATIONAL HEALTH REFORM BUILDS ON THE GAINS WE HAVE MADE IN COVERING CHILDREN, PREGNANT WOMEN, AND FAMILIES IN OUR HUSKY HEALTH PROGRAM. - ENSURING ALL YOUNG CHILDREN HAVE ACCESS TO HIGH-QUALITY CARE-GIVING ENVIRONMENTS THAT ARE DEVELOPMENTALLY APPROPRIATE, CULTURALLY SENSITIVE AND THAT RECOGNIZE PARENTS AS CHILDREN'S FIRST AND MOST IMPORTANT TEACHERS. - CREATING AN INTEGRATED STATE-WIDE SYSTEM OF EARLY CARE AND EDUCATION THAT WILL LEAD TO IMPROVED OVERALL QUALITY OF STATE-SUBSIDIZED PROGRAMS, GREATER ACCESS FOR CHILDREN AND FAMILIES, BETTER DATA COLLECTION AND ANALYSIS AND, ACCORDINGLY, WISER INVESTMENTS. - COMBINING EFFORTS TO SUPPORT CHILDREN IN SCHOOL AND ADDRESSING INEQUITIES IN FAMILY WELL-BEING. - ENSURING ALL FAMILIES IN CONNECTICUT WITH CHILDREN WILL HAVE SUFFICIENT INCOME TO RAISE THEIR CHILDREN TO ACHIEVE THEIR FULL POTENTIAL. OUR SPECIFIC OBJECTIVES ARE: - MONITORING THE STATE POLICYMAKING, BUDGET, AND ADMINISTRATIVE PROCESSES, AND SHARING INFORMATION WITH OTHER GRAUSTEIN MEMORIAL FUND GRANTEES AND THE ECE COMMUNITY. - SERVING AS A PRIMARY SOURCE OF OBJECTIVE INFORMATION ON STATE AND FEDERAL BUDGET CHOICES AND CHANGES AS THEY IMPACT EARLY CARE AND EDUCATION. - WORKING TO IMPROVE CONNECTICUT'S DATA COLLECTION AS WELL AS IMPROVE DATA TRANSPARENCY AND DISSEMINATION WITH REGARD TO EARLY CARE EDUCATION. - MONITORING STATE GOVERNMENT PERFORMANCE IN EARLY CARE AND EDUCATION POLICIES AND PRACTICES. - MONITORING ALL STATE WORK AS IT RELATES TO BUILDING AN EARLY CARE AND EDUCATION SYSTEM AND SHARING INFORMATION WITH OTHER GRAUSTEIN MEMORIAL FUND GRANTEES AND ECE COMMUNITY. - ADVOCATING FOR RAISING AND INDEXING THE MINIMUM WAGE. - DEFENDING THE STATE'S EARNED INCOME TAX CREDIT (EITC). - CREATING EDUCATIONAL MATERIALS AND ISSUE BRIEFS ON THE HUSKY HEALTH INSURANCE PROGRAM AND HEALTH POLICIES. - CONVENING COVERING CONNECTICUT'S KIDS AND FAMILIES QUARTERLY MEETINGS TO DISCUSS CHANGES IN THE HUSKY PROGRAM. - REPORTING ON ENROLLMENT, GAPS IN COVERAGE FOR PREGNANT WOMEN AND CHILDREN, CHILD HEALTH SERVICES, AND DENTAL CARE UTILIZATION FOR CHILDREN AND ADULTS. - REDUCING THE NUMBER OF CHILDREN AND ADULTS WHO ARE UNINSURED. - IMPROVING THE PERFORMANCE OF OUR CURRENT HUSKY HEALTH INSURANCE PROGRAM (MEDICAID AND CHIP FOR CHILDREN, PARENTS AND PREGNANT WOMEN). - CONDUCTING HIGH QUALITY POLICY AND FISCAL RESEARCH AIMED AT IDENTIFYING BETTER AND MORE COST-EFFECTIVE WAYS TO PROVIDE AFFORDABLE, HIGH QUALITY HEALTH CARE TO THOSE STATES RESIDENTS. - PROMOTING ADEQUATE AND STABLE FEDERAL AND STATE FUNDING FOR PUBLICLY-FUNDED HEALTH CARE PROGRAMS. |
| PART III - LINE 4B | QUALITY EDUCATION THIS WORK FOCUSES ON: - INFORMING THE CREATION OF AN EQUITABLE PUBLIC EDUCATION POLICY AND FINANCING STRUCTURE. - KEEPING CHILDREN IN SCHOOLS, WHERE THEY LEARN BEST, BY REDUCING TRUANCY, EXCLUSIONARY DISCIPLINE, AND DROPOUT. - COMBINING EFFORTS TO SUPPORT CHILDREN IN SCHOOL AND ADDRESSING INEQUITIES IN FAMILY WELL-BEING. - PROMOTING A RICH, BROAD CURRICULUM FOR ALL CHILDREN. - SUPPORTING INVESTMENTS IN FAMILIES AND COMMUNITIES TO PREVENT NEGLECT AND ABUSE, AND WORKING TO IMPROVE SERVICES AND OUTCOMES FOR CHILDREN PLACED IN THE CUSTODY OF THE DEPARTMENT OF CHILDREN AND FAMILIES. - REDUCE THE NUMBER OF CHILDREN AND YOUTH INVOLVED IN THE JUVENILE JUSTICE SYSTEM -- AND IMPROVE OUTCOMES FOR CHILDREN AND YOUTH WHO ARE INVOLVED -- THROUGH BEST PRACTICES THAT KEEP CHILDREN AND YOUTH IN SCHOOL; KEEP CHILDREN, YOUTH, SCHOOLS, AND COMMUNITIES SAFE; ADDRESS ACADEMIC, MENTAL HEALTH, AND BEHAVIORAL HEALTH NEEDS AS EARLY AS POSSIBLE; PROVIDE CHILDREN AND YOUTH WITH DEVELOPMENTALLY-APPROPRIATE SERVICES; AND REDUCE RECIDIVISM. - REDUCE INEQUITIES IN THE JUVENILE JUSTICE SYSTEM ATTRIBUTABLE TO POVERTY AND RACE. - ENSURING THAT ALL YOUTH TRANSITION FROM STATE CARE INTO PERMANENT, SUPPORTIVE SETTINGS WITH HEALTHY RELATIONSHIPS AND THE SKILLS AND MATURITY TO SUCCEED IN THEIR TIME AFTER EXITING CARE. OUR SPECIFIC OBJECTIVES ARE: - SERVING AS A PRIMARY SOURCE OF OBJECTIVE INFORMATION ON STATE AND FEDERAL BUDGET CHOICES AND CHANGES AS THEY IMPACT K-12 EDUCATION. - WORKING TO IMPROVE CONNECTICUT'S DATA COLLECTION AS WELL AS IMPROVE DATA TRANSPARENCY AND DISSEMINATION WITH REGARD TO K-12 EDUCATION. - MONITORING STATE GOVERNMENT PERFORMANCE IN K-12 EDUCATION POLICIES AND PRACTICES. - COLLECTING DATA AND REPORTING ON THE USE OF EXCLUSIONARY SCHOOL DISCIPLINE PRACTICES - WITH A SPECIFIC FOCUS ON OUT-OF-SCHOOL SUSPENSIONS AND SCHOOL-BASED ARREST - THAT ARE TRIGGERS FOR STUDENT-DISENGAGEMENT AND HAVE BEEN SHOWN TO INCREASE LIKELIHOOD OF ADULT JUSTICE SYSTEM INVOLVEMENT. - CONVENING FOSTER YOUTH ADVISORY BOARDS TO ADVISE THE DEPARTMENT OF CHILDREN AND FAMILIES AND TO CREATE AN ENVIRONMENT WHICH ENCOURAGES FOSTER YOUTH TO ADVOCATE FOR THEMSELVES AND THEIR PEERS. - HOSTING ANNUAL YOUTH AT THE CAPITOL DAY WHERE FOSTER YOUTH SHARE THEIR STORIES STATEWIDE TO ADMINISTRATORS, LEGISLATORS, AND MEDIA AND OTHER PARTNERS AND MEMBERS OF THE GENERAL PUBLIC TO INFLUENCE POLICY AND EDUCATE ALL ON LIVES OF FOSTER YOUTH. |
| PART III - LINE 4C | STRATEGIC STATE INVESTMENT OUR FAMILY ECONOMIC SECURITY AND TAX POLICY WORK SEEKS TO PRIORITIZE PROVEN INVESTMENTS THAT - DEVELOP OUR HUMAN CAPITAL, INCLUDING CHILDREN AND YOUNG ADULTS, - CREATE AND SUSTAIN HIGH-QUALITY PERMANENT JOBS, - BROADEN PROSPERITY AND ECONOMIC OPPORTUNITIES FOR ALL STATE RESIDENTS, - HELP WORKERS AND FAMILIES ACHIEVE A LIVING WAGE, AND - PROVIDE EQUAL EDUCATION OPPORTUNITIES FOR ALL CHILDREN OUR FISCAL POLICY CENTER COORDINATES OUR BUDGET AND TAX POLICY WORK AND SEEKS TO: - PROTECT AND IMPROVE INVESTMENTS IN CHILD AND FAMILY OPPORTUNITY AND WELL-BEING - BUILD A STATE REVENUE SYSTEM THAT IS SUSTAINABLE, EFFICIENT, AND FAIR, BY INCREASING THE PROGRESSIVITY AND EFFICACY OF THE STATE AND LOCAL TAX CODE SYSTEMS. - IMPROVE TRANSPARENCY AND ACCOUNTABILITY IN STATE TAX (REVENUES) AND BUDGET POLICIES (EXPENDITURES) WE ACCOMPLISHED EACH OF THESE GOALS BY: - UTILIZING DIVERSE MEDIA SOURCES TO INCLUDE: PUBLISHING BRIEFS, BLOG POSTS AND USING TWITTER, FACEBOOK, ETC., OP-EDS, AND RESEARCH REPORTS, APPEARING ON TV AND RADIO, PROVIDING INFORMATION AND EXPLANATION TO REPORTERS, HOLDING EVENTS THROUGHOUT THE STATE TO EDUCATE AND INFORM COMMUNITIES AND THEIR LEADERS. - TESTIFYING DOZENS OF TIMES BEFORE THE LEGISLATURE AND MEETING WITH KEY ADMINISTRATION OFFICIALS; AND POLICYMAKERS TO INFORM AND INFLUENCE THE POLICYMAKING PROCESS. - LEADING A SERIES OF COALITIONS OF ALLIED GROUPS AND COMMUNICATING WITH MEMBERS OF THE STATE MEDIA AND GRASSROOTS GROUPS TO INFORM OUR RESEARCH AND POLICY GOALS TO LEGISLATORS, PARTNERS, AND THE GENERAL PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD CHAIR, FINANCE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW THE FORM 990. IT IS THEN DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD CHAIR AND EXECUTIVE COMMITTEE ANNUALLY REVIEW THE BOARD MEMBER STATEMENTS AND TAKE ACTION AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HIRING COMMITTEE OF THE BOARD BENCHMARKS THE EXECUTIVE DIRECTOR COMPENSATION TO OTHER, SIMILAR ORGANIZATIONS. THE BOARD ANNUALLY REVIEWS AND ADJUSTS EXECUTIVE DIRECTOR COMPENSATION, AS NECESSARY. THE EXECUTIVE DIRECTOR REVIEWS STAFF SALARIES AGAINST COMPARABLE ORGANIZATIONS AND SETS SALARIES ACCORDINGLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES IN THIS PROCESS FROM THE PRIOR YEAR. |
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