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.") .... | 1,276,876 | 1,276,876 | ||||
| 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 | 1,276,876 | 1,276,876 | ||||
| 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. | 1,276,876 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,276,876 | 1,276,876 | ||||
| 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 VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 1,276,876 | |||||
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 |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, COLUMN (C): | THE ORGANIZATION'S INITIAL YEAR WAS A SHORT YEAR FROM DECEMBER 10, 2012 - JUNE 30, 2013. |
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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 |
|---|---|
| FORM 990, SECTION B, AMEMDED RETURN: | WHEN THE ORIGINAL RETURN FORM 990-EZ WAS FILED THE FINANCIAL INFORMATION HAD NOT BEEN AUDITED. SINCE FILING THE ORIGINAL RETURN, THERE HAS BEEN A COMPLETE AUDIT PERFORMED. THUS, SOME FINANCIAL INFORMATION FOR THE ORGANIZATION HAS CHANGED CAUSING THE ORGANIZATION TO FILE FORM 990, INSTEAD OF FORM 990-EZ. FORM 990, PART III, LINE 4A: UPDATED THE DESCRIPTION FOR PROGRAM SERVICES ACCOMPLISHMENTS. FORM 990, SCHEDULE A, PART II, SECTION A, COLUMN (E): UPDATED THE REVENUE INFORMATION FOR 2014. |
| FORM 990, PART III, LINE 1 | CHALKBEAT IS A NONPROFIT NEWS ORGANIZATION COVERING EDUCATIONAL CHANGE EFFORTS AND CHANGING THE EDUCATION LANDSCAPE IN THE COMMUNITIES WHERE WE WORK. OUR MISSION IS TO PROVIDE DEEP, LOCAL COVERAGE OF EDUCATION POLICY AND PRACTICE TO INFORM THE DECISIONS AND ACTIONS THAT LEAD TO BETTER OUTCOMES FOR CHILDREN AND FAMILIES, ESPECIALLY THOSE IN THE LOW-INCOME COMMUNITIES WHERE IMPROVEMENT CAN HAVE THE LARGEST IMPACT. |
| FORM 990, PART III, LINE 4A | THROUGH UNBIASED REPORTING, OUR REPORTERS HELP THE PUBLIC EXAMINE HOW SCHOOLS ARE TRULY OPERATING, SCRUTINIZE KEY POLICY AND LEGISLATIVE DEVELOPMENTS THAT WOULD OTHERWISE HAPPEN BEHIND CLOSED DOORS, AND GAIN ACCESS TO IMPORTANT DATA AND CONTEXT THAT WOULD NOT OTHERWISE BE MADE TRANSPARENT. BY BUILDING OUR LOCAL COMMUNITIES' UNDERSTANDING OF THE COMPLEX DEVELOPMENTS, INNOVATIONS, AND CHALLENGES THAT AFFECT STUDENT OUTCOMES, WE CAN IMPROVE THEIR ABILITY TO SERVE STUDENTS BETTER - WHETHER THROUGH THEIR WORK AS PRACTITIONERS, POLICYMAKERS, AND LAWMAKERS, OR THROUGH THEIR DEMOCRATIC PARTICIPATION AS PARENTS, STUDENTS, AND VOTERS. THE FOLLOWING IS A DESCRIPTION OF THE SPECIFIC ACTIVITIES THAT CHALKBEAT UNDERTAKES: 1. REPORTING, WRITING, EDITING, AND PUBLISHING ORIGINAL NEWS CONTENT RELATED TO EDUCATION, WITH A FOCUS ON THE COMMUNITIES WHERE CHALKBEAT BUREAUS EXIST. THE VAST MAJORITY OF ORIGINAL NEWS CONTENT IS PRODUCED BY FULL-TIME EMPLOYEES OF THE ORGANIZATION. THE ACTIVITY IS CONDUCTED ON A DAILY BASIS IN NEW YORK CITY, THE DENVER METROPOLITAN AREA, INDIANAPOLIS, AND MEMPHIS AND WILL ALSO BE CONDUCTED IN FUTURE CHALKBEAT EXPANSION SITES. PRODUCING THE CONTENT FURTHERS CHALKBEAT'S MISSION, WHICH IS TO PROVIDE DEEP LOCAL COVERAGE OF EDUCATION POLICY AND PRACTICE, TO INFORM DECISIONS AND ACTIONS THAT LEAD TO BETTER OUTCOMES FOR CHILDREN. THE MAJORITY OF CHALKBEAT'S EDITORIAL STAFF TIME IS DEDICATED TO THIS ACTIVITY. IT IS FUNDED THROUGH DONATIONS FROM PHILANTHROPIC FOUNDATIONS, SPONSORS, AND INDIVIDUALS. 2. REACHING AND ENGAGING A BROAD AUDIENCE OF READERS THROUGH STRATEGIC DISTRIBUTION OF CONTENT AND COMMUNITY OUTREACH. CHALKBEAT EDITORIAL STAFF OVERSEES THE DISTRIBUTION OF CONTENT TO DECISION-MAKERS AND THE GENERAL PUBLIC AT NO COST. THROUGH SOCIAL MEDIA, WEB PUBLICATIONS, EMAIL NEWSLETTERS, DISTRIBUTION PARTNERSHIPS AND PUBLIC APPEARANCES, CHALKBEAT ENSURES THAT ITS CONTENT REACHES AS DEEP AND BROAD AN AUDIENCE AS POSSIBLE. CHALKBEAT ALSO HOSTS AND PARTICIPATES IN EVENTS TO CREATE OPPORTUNITIES FOR READERS TO DIRECTLY INTERACT WITH OUR CONTENT, OUR EDITORIAL STAFF, AND EACH OTHER. TO FURTHER EXPAND AND DEEPEN THE CONVERSATION ABOUT EDUCATION, CHALKBEAT INCLUDES A FIRST PERSON SECTION, FEATURING OP-ED PIECES AND COMMENTARIES FROM A DIVERSE ASSORTMENT OF INDIVIDUALS REPRESENTING A VARIETY OF POSITIONS ON ISSUES. THESE ACTIVITIES FURTHER CHALKBEAT'S EXEMPT PURPOSES BY EDUCATING A BROAD CROSS-SECTION OF THE PUBLIC ON PRESSING ISSUES IN PUBLIC EDUCATION. THE WORK IS FUNDED THROUGH DONATIONS FROM PHILANTHROPIC FOUNDATIONS, SPONSORS, AND INDIVIDUALS. 3. DEVELOPMENT, MAINTENANCE, UPDATING AND UPGRADING OF CHALKBEAT'S NEWS WEBSITE (INCLUDING RELATED PRODUCTS LIKE MOBILE PLATFORMS AND DATABASES), WHICH IS AN INTEGRAL PART OF CHALKBEAT'S CONTENT DELIVERY. TO ENSURE THAT CHALKBEAT WEBSITES ARE USER-FRIENDLY, EMPLOY THE LATEST INNOVATIONS IN CONTENT DELIVERY AND IMPACT MEASUREMENT, AND ATTRACT AND RETAIN READERS, STAFF MUST WORK CONSTANTLY ON MAINTAINING AND UPGRADING THEM. KEEPING THE WEBSITE RUNNING SMOOTHLY ENSURES THAT CONTENT IS READILY AVAILABLE TO USERS ON A VARIETY OF PLATFORMS (MOBILE PHONES, TABLETS, PCS) AND IS PRESENTED COMPELLINGLY. THIS ACTIVITY IS FUNDED THROUGH DONATIONS FROM PHILANTHROPIC FOUNDATIONS, SPONSORS AND INDIVIDUALS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO SUCH COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY AN OUTSIDE CPA FIRM. THE DRAFT FORM 990 IS REVIEWED BY INTERNAL MANAGEMENT. UPON COMPLETION OF THEIR REVIEW THE 990 WILL BE CIRCULATED TO CHALKBEAT'S BOARD MEMBERS AND WILL BE REVISED FOR ANY CHANGES RECOMMENDED BY THEM BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE ORGANIZATION WAS OPERATING UNDER THE FISCAL SPONSORSHIP OF COLORADO NONPROFIT DEVELOPMENT CENTER (CNDC), AND THUS IT FOLLOWED CNDC'S CONFLICT OF INTEREST POLICY. IN FY 16, THE ORGANIZATION ADOPTED, APPROVED, AND FOLLOWS ITS OWN CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORMS 990/990-EZ, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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