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 (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 13,427,927 | 22,843,597 | 20,120,140 | 9,978,357 | 13,498,813 | 79,868,834 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 13,427,927 | 22,843,597 | 20,120,140 | 9,978,357 | 13,498,813 | 79,868,834 |
| 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).. | 57,417,675 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 22,451,159 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 13,427,927 | 22,843,597 | 20,120,140 | 9,978,357 | 13,498,813 | 79,868,834 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 4,419 | 13,030 | 8,375 | 14,741 | 2,796 | 43,361 |
| 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.).. | 2,936 | 2,936 | ||||
| 11 | Total support. Add lines 7 through 10. | 79,915,131 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Current Year Facts and Circumstances: Although America Achieves failed to meet the 33.3% test, it meets the 10% facts and circumstances test in Treasury Regulations section 1.170A-9(f)(3).First, as demonstrated on its Schedule A, America Achieves received 27.72% of its total support over the past five years from contributions made directly or indirectly by the general public. Second, America Achieves is organized and operated so as to attract new and additional public or governmental support on a continuous basis. America Achieves maintains a continuous and bona fide program for solicitation of funds from the general public and carries on activities designed to attract support from governmental units or other publicly supported organizations. America Achieves maintains a development team dedicated to identifying and securing new sources of funding for its programs. During the measurement period, partly as a result of our ongoing Development and fundraising efforts, America Achieves received support from 36 different donors. This was made possible by our fundraising efforts targeting, continuously reaching out, and regularly submitting proposals to potential new donors. During its first few years of operations, America Achieves received significant support from one private foundation, even while we also had in those first few years additional donors, publicly available services and free materials for educators from across the United States. More recently, that foundation has provided a much smaller fraction of America Achieves support, and America Achieves has secured robust funding from an even more diverse range of sources with public support. In FY16, of the 36 different donors America Achieves received support from, 26 were new funders whose annual contributions to America Achieves ranged from $23.97 to $500,000. These 26 new funders were all new to the organization and were first time donors. These Funders included foundations, corporations and individuals from 8 different states. These new relationships have enabled America Achieves to attract additional funders and develop an updated fundraising plan, which was finalized in May of 2017. Based on research and qualification of prospective donors, the development team has identified 43 potential new additional donors including 24 foundations, 10 corporations, and 9 individuals as new fundraising targets. Our team continues to regularly reach out and submit new funding proposal to potential new donors. Third, America Achieves has a governing body which represents the broad interests of the public. The Board has active committees (such as the Audit and Compensation Committees) chaired by respected and experienced independent non-profit leaders. Its board members are unrelated to one another and together bring many decades of experience in the fields of non-profit leadership, philanthropy and education to their work guiding their governing responsibilities for and programs of America Achieves. Board members contributed management and financial expertise as well. Biographies of board members are attached hereto. Finally, America Achieves provides services directly for the benefit of the general public on a continuing basis. As described on its Form 990, America Achieves operates programs to support educators and students across the country. These programs engage tens of thousands of beneficiaries and have the support of community leaders, schools, educational officials as well as parents and students in every region of our nation. For example, the Global Learning Network, over time has involved 744 public schools 33 states participating in our in-person meetings or webinars. Typically, each participating school system and school involves a good number of educators in this work. With our team working hard to engage the media and public in this work, the Global Learning Network has generated media attention informing the general public and other educators from at least 50 different newspapers and radio stations in 13 states. Meanwhile, the Teacher and Principal Fellowship has supported over 550 outstanding teachers and other educators from 34 states with our full Fellowship programand has created educational resources and materials. These materials have been made freely available to Teacher Professional Development, in every grade level and used or viewed online by over 20,000 educators. Moreover, our Raise the Bar Parent Program has created free content to help promote parental involvement in their childrens education. This content is now an important subset of information provided by one of the largest parental involvement non-profit organizations in the country (Learning Heroes)which is making high quality parental involvement information to millions of parents across the U.S. And the CollegePoint program has organized a coalition of non-profit organizations to directly serve over 20,000 high school juniors and seniors nationwide. These services include free college advising to help them apply to, get accepted to and enroll in well-matched colleges and universities across the United States. This includes over 8,000 students during the 2015-16 school year and over 12,000 in the 2016-17 school year. Results for America (RFA) is improving outcomes for young people, their families, and communities by shifting public resources toward promoting evidence-based, results-driven solutions. RFA has become a leading voice in advancing and driving evidence-based policy change, increasing awareness and building credibility for the practice among more elected officials and policymakers, particularly around the insufficient use of data and evidence in policymaking and decision making. RFA has built a strong, bipartisan coalition of 134 high-level decision-makers from nonprofits, philanthropy, and government, as well as 220 disparate stakeholders from the public, nonprofit, and philanthropic sectors into an Invest in What Works coalition. RFA focused its policy efforts to shift funds at the federal level to an evidence-based approach while simultaneously building expertise in the process through adding Senior Fellows to build internal capacity and strengthen its expertise; crafting public policy recommendations; and working with the Invest in What Works Coalition to inform approaches to public policy. Results for America offers tools, trainings, and opportunities to learn and share what works regarding data and evidence across all levels of government, including new work globally, such as its annual federal Invest in What Works Index released in April 2016. Results for America is transitioning to become an independent 501(c)3 organization in October 2016-- a validation of the strength of RFA's track record and of the America Achieves accelerator model.Finally, America Achieves has made available free to the public, a large number of additional important educational reports, studies, case studies of excellent schools. We have also distributed this information to thousands of educators and others. They continue to be available for free on our website. These include: Expectations and Reality: Good and bad news about how well U.S. students are prepared for success in our changing world and Middle Class or Middle of the Pack: What can we learn when benchmarking U.S. schools against the worlds best have been covered by such prominent national columnists as Tom Friedman and Frank Bruni.For these reasons, America Achieves meets the facts and circumstances test in Treasury Regulations section 1.170A-9(f)(3). |
| Return Reference | Explanation |
|---|
| Software ID: | 15000324 |
| Software Version: | 2015v3.0 |
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, Line 11b: Form 990 Review Process | Management reviewed a draft of the Form 990 with the audit/finance committee and provided edits to the tax preparer. After this process was performed, the Form 990 was sent to the full board of directors prior to being filed with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The organization has a board approved conflicts of interest policy. Prior to each board member's service with America Achieves, a conflict of interest statement must be completed stating they had no conflicts or identifying the nature of their interested party transactions. In addition, to the required disclosure, a Rebuttable Presumption policy was incorporated in July of 2015. Each member is under an obligation to the organization, to inform the organization of any potential conflict when a decision is being made. Any possible conflict of interest on the part of any member shall be disclosed to the Executive Chairman and made a matter of record as soon as the issue in question is raised and a possible conflict is known. When the board is to decide upon an issue about which a member has an unavoidable conflict of interest, that member shall be absent from the vote. Disclosure and abstention shall be recorded in the minutes of the meeting(s) at which the issue is discussed and decided. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | A compensation summary which includes research and comparable data will be completed for the CEO and top management official at date of hire, upon a request to change and annually. This process will document America Achieves effort to assess the reasonableness of Compensation. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | A compensation summary which includes research and comparable data will be completed for all employees that are designated officers, directors, and highly compensated at date of hire, upon a request to change and annually. This process will document America Achieves effort to assess the reasonableness of Compensation. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents are not made available to the public. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Audit Adjustments = -$142177 |
| Software ID: | 15000324 |
| Software Version: | 2015v3.0 |