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.") .... | 2,819,876 | 2,998,642 | 2,858,750 | 2,470,810 | 2,784,590 | 13,932,668 |
| 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 | 2,819,876 | 2,998,642 | 2,858,750 | 2,470,810 | 2,784,590 | 13,932,668 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 5,535,919 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 8,396,749 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,819,876 | 2,998,642 | 2,858,750 | 2,470,810 | 2,784,590 | 13,932,668 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,631 | 841 | 1,114 | 725 | 593 | 4,904 |
| 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.).. | 6,552 | 6,552 | ||||
| 11 | Total support Add lines 7 through 10. | 14,010,239 | |||||
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) |
||||
| 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) |
||||
| 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) |
||||
| 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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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | EACH OF THE FOLLOWING MEMBERS OF THE BOARD OF DIRECTORS HAS A BUSINESS RELATIONSHIP WITH EACH OF THE OTHER LISTED DIRECTORS: JON SACKLER, BRIAN OLSON, AND JOHN IRWIN. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE COMPLETED ANNUALLY AND COPIES WILL BE PROVIDED TO THE ENTIRE BOARD OF DIRECTORS AS WELL AS THE CEO OF THE ORGANIZATION. AT THAT TIME THE CEO WILL REVIEW THE FORM 990 WITH THE BOARD'S AUDIT COMMITTEE. ANY NECESSARY CHANGES WILL THEN BE UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE AND THE CEO IS IN AGREEMENT WITH THE AUDIT COMMITTEE ON THE FINISHED FORM 990, IT WILL BE SIGNED BY THE CEO, DATED AND SUBMITTED BY THE FILING DEADLINE. A COPY OF THE APPROVED FORM 990 WILL BE PROVIDED TO ALL OF THE OFFICERS, DIRECTORS AND TRUSTEES BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST REQUIRING DISCLOSURE EXISTS WHEN A DIRECTOR, OR A MEMBER OF HIS OR HER FAMILY, OR A PERSON WITH WHOM THE DIRECTOR SHARES A HOME (A "RELATED PERSON") HAS: (I) A CLOSE RELATIONSHIP (SUCH AS SERVICE AS AN EMPLOYEE, OWNER, POTENTIAL OWNER, DIRECTOR, COMMITTEE MEMBER, ADVISER, PARTNER, SHAREHOLDER OR BENEFICIARY) WITH AN ORGANIZATION OR PERSON WITH WHICH THE CORPORATION HAS ENTERED OR IS CONSIDERING ENTERING INTO A MATERIAL FINANCIAL, INVESTMENT OR BUSINESS RELATIONSHIP, OR (II) A MATERIAL FINANCIAL INTEREST IN ANY EXISTING OR POTENTIAL CORPORATION FINANCIAL, INVESTMENT OR BUSINESS INTEREST (COLLECTIVELY "FINANCIAL INTERESTS"). THE CORPORATION ALSO REQUIRES DISCLOSURE OF FINANCIAL INTERESTS BY COVERED PERSONS AND THEIR RELATED PERSONS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CORPORATION IS NONPROFIT AND CHARITABLE AND, THEREFORE, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. PROCEDURES: 1.A QUESTIONNAIRE IS PROVIDED AND THERE IS AN ONGOING DUTY BY EACH BOARD MEMBER TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. 2.ADDRESSING AND DETERMINING A CONFLICT OF INTEREST - AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS ARE PRESENTED. THE BOARD OR COMMITTEE, EXCEPT FOR THE INTERESTED PERSON, SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3.AFTER THE BOARD OR COMMITTEE EXERCISES DUE DILIGENCE FOR ADDRESSING THE CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION ENTERS INTO THE TRANSACTION OR ARRANGEMENT, BASED ON THE BEST OF INTEREST OF THE CORPORATION. SUCH DETERMINATION SHALL BE MADE WITHOUT PARTICIPATION OF THE INTERESTED PERSON. 4.THE BOARD SHALL APPLY THE SAME CRITERIA, AS TO THE BEST INTEREST OF THE CORPORATION, IN THE EVENT IT BECOMES AWARE OF AN UNDISCLOSED CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | CONNCAN HAS DISTINGUISHED ITSELF FROM OTHER STATE-LEVEL NONPROFITS BY BRINGING NATIONAL LEVEL TALENT TO STATE LEVEL PROBLEMS. JUST AS GREAT SCHOOLS ARE FOUNDED ON GREAT TEACHERS, WE BELIEVE THAT OUR MISSION CAN ONLY BE ACCOMPLISHED WITH EXCELLENT PEOPLE AT EVERY POSITION IN OUR ORGANIZATION. OUR COMPENSATION STRATEGY IS IN SERVICE OF THIS APPROACH. WE RECRUIT SMART, AMBITIOUS, PASSIONATE PROFESSIONALS WITH A DEEP COMMITMENT TO OUR MISSION AND THEIR CRAFT. WE SET COMPENSATION USING MARKET DATA AS APPROPRIATE FOR TALENT AND EXPERIENCE OF EACH MEMBER. WHEN CONNCAN WAS LAUNCHED, SALARIES WERE SET ACCORDING TO A PRELIMINARY REVIEW OF THE CONNECTICUT NONPROFIT LANDSCAPE. IN 2011 AND AGAIN IN 2012 AND 2013, WE UNDERTOOK AN EFFORT TO BENCHMARK KEY POSITIONS AGAINST PEER ORGANIZATIONS OUTSIDE OF CONNECTICUT (INITIALLY LOOKING AT OTHER STATE-LEVEL EDUCATION REFORM GROUPS AND THEN MORE BROADLY AT NATIONAL EDUCATION REFORM GROUPS). WE BENCHMARK THESE POSITIONS USING A SURVEY OF THE SALARIES REPORTED IN 990 FORMS FROM PEER GROUP NONPROFITS. THIS INFORMATION IS THEN REVIEWED BY THE CHAIR OF THE BOARD OF DIRECTORS AND OTHER BOARD MEMBERS AND A DISCUSSION TAKES PLACE IN AN EXECUTIVE SESSION OF THE LAST BOARD MEETING OF THE YEAR. DURING THIS DISCUSSION, THE MARKET RATE FOR POSITIONS IS COMPARED AGAINST THE RESULTS AND INDIVIDUAL CONTRIBUTIONS OF STAFF. IN SETTING 2014 SALARIES, THE SALARY OF CEO JENNIFER ALEXANDER WAS PROPOSED BY THE COMPENSATION COMMITTEE AND REVIEWED IN AN EXECUTIVE SESSION BY THE OTHER BOARD MEMBERS WITHOUT JENNIFER ALEXANDER BEING PRESENT. THE OTHER STAFF SALARIES WERE RECOMMENDED TO THE BOARD BY THE CEO AND APPROVED BY THE BOARD DURING THAT EXECUTIVE SESSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | CONNCAN'S ANNUAL REPORT INCLUDES ITS FINANCIAL STATEMENT. THE ANNUAL REPORT IS AVAILABLE UPON REQUEST AND IS AVAILABLE AS A PDF ON CONNCAN'S WEBSITE FOR PUBLIC VIEWING/PRINTING. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | STATEWIDE PROGRAM:COMMUNICATIONS:PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 85,374. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,374. STATEWIDE PROGRAM:COMMUNICATIONS:PROJECTS/PUBLICATIONS: PROGRAM SERVICE EXPENSES 220,545. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220,545. STATEWIDE PROGRAM:COMMUNITY ENGAGEMENT:PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 33,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,980. STATEWIDE PROGRAM:COMMUNITY ENGAGEMENT:PROJECTS/PUBLICATIONS: PROGRAM SERVICE EXPENSES 56,984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,984. STATEWIDE PROGRAM:PROJECT CTEDNEWS: PROGRAM SERVICE EXPENSES 26,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,750. STATEWIDE PROGRAM:RESEARCH & POLICY:PROJECTS/PUBLICATIONS: PROGRAM SERVICE EXPENSES 132,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,629. INTERNS: PROGRAM SERVICE EXPENSES 31,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,380. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,187. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. A FINANCIAL AUDIT COMMITTEE REVIEWS DRAFT AUDIT THEN BOARD MEMBERS APPROVE. |
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