Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 931,064 | 1,061,374 | 1,014,346 | 1,089,040 | 1,049,384 | 5,145,208 |
| 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 | 1,529,983 | 1,553,426 | 1,182,451 | 1,947,903 | 2,207,285 | 8,421,048 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 0 | |||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | |||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | |||||
| 6 | Total. Add lines 1 through 5 | 2,461,047 | 2,614,800 | 2,196,797 | 3,036,943 | 3,256,669 | 13,566,256 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 800,000 | 800,000 | 900,000 | 1,000,000 | 925,000 | 4,425,000 |
| 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. | 855,144 | 577,913 | 715,874 | 957,547 | 1,061,592 | 4,168,070 |
| c | Add lines 7a and 7b.. | 1,655,144 | 1,377,913 | 1,615,874 | 1,957,547 | 1,986,592 | 8,593,070 |
| 8 | Public support. (Subtract line 7c from line 6.) | 4,973,186 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 2,461,047 | 2,614,800 | 2,196,797 | 3,036,943 | 3,256,669 | 13,566,256 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 39,983 | 49,705 | 10,750 | 6,194 | 28,211 | 134,843 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 39,983 | 49,705 | 10,750 | 6,194 | 28,211 | 134,843 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 0 | |||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 307 | 413 | 260 | 301 | 3 | 1,284 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 2,501,337 | 2,664,918 | 2,207,807 | 3,043,438 | 3,284,883 | 13,702,383 |
| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III - PROGRAM SERVICES ACTIVITY #1 | Base Camp and Leadership Summit: GLISI's Base Camp and Leadership Summit (BCLS) is a unique training and coaching experience designed to grow teams of practicing school and district leaders. The goal is to equip teams with the skills to address their most pressing performance problems to improve school culture and student outcomes. In FY23, GLISI served 469 leaders (superintendents, central office leaders, principals, assistant principals, teacher leaders, and school support staff) from 26 school districts, with approximately 18,760 training hours delivered through this experience (# of hours BCLS x # of leaders served). A short-term objective of BCLS is to increase participant knowledge of concepts critical to leading systemic change. Our pre-post learning assessment showed a statistically significant gain in participant knowledge understanding. New learning includes increases in the ability to identify the actions, tools and resources to promote equity; identify root causes and performance needs; and engage others in crafting questions, experimenting, failing fast, and course correcting, among other learning. A second short-term objective is to increase the psychological safety for teams who attend-a critical precursor to culture change. We saw significant improvement in a pre-post analysis of participants' self-reported capacity to create spaces where team members can voice their opinions and challenge others (81% pre-training proficiency compared to 100% post-training proficiency). A final short-term objective we design for is increased motivation among participants and teams to make necessary changes to their behavior and practice. Qualitative data illuminate how the training and coaching impacted participant motivation to change. As one leader shared on a survey that invites reflection on changes made over time, "BCLS and our dedicated coach had a huge impact on how well our school is moving forward almost a year later. We continue to implement bite-sized chunks of our learning into our school improvement plan." Our long-term aspiration is for attendance at BCLS to correlate with healthier school cultures and improved student outcomes over time, particularly for districts who leverage BCLS as a multi-year school improvement strategy. Waivers of statewide assessment and accountability requirements related to the COVID-19 pandemic have affected our longitudinal analysis efforts and systemic collection of comparable data. However, comparisons of cohort graduation rates of BCLS partners relative to the broader state are promising. In our most recent analysis, traditional systems that sent two or more teams to BCLS (n=12) achieved a higher 4-Year Cohort Graduation Rate in the 2022-2023 school year (90.9) relative to the state average (84.4). GLISI partners outperformed the state average across every student subgroup as well, most notably outperforming the state for Black, Hispanic, Economically Disadvantaged, and Students with Disabilities. |
| FORM 990, PART III - PROGRAM SERVICES ACTIVITY #2 | In-district and Virtual Support: GLISI offers a variety of in-district and virtual support services to school district partners across Georgia. In FY23, GLISI provided support for aspiring leaders; leadership development of classified personnel; coaching to design and implement actionable school improvement plans; and the development of district strategic plans, among others. The objectives of GLISI's in-person training, coaching and technical assistance are customized to the unique needs of each of our partners. In FY23, GLISI provided these services to 1,588 aspiring and incumbent leaders in 47 school systems across Georgia, including through a renewed year of partnership with the Georgia Department of Education to implement "GRE4T" (Georgia's Restart: Embrace, Engage, Expand and Enhance Learning Technology Initiative). In FY23, GLISI logged an estimated 4,283 hours of total support across these partnerships. In our annual survey, we found direct evidence that our support is meeting mission through the development of strong leaders in schools: 99% of respondents indicated the engagement was "directly relevant to my professional needsmore than half said that "interaction with GLISI influenced their intent to remain in the profession". In an analysis of our Aspiring Leaders program specifically, we found more than half of our FY2021/2022 graduates have increased their leadership responsibilities since graduating from the ALP program. Further, 100% of respondents on post-service surveys reported that the partnership with GLISI achieved its intended outcomes |
| FORM 990, PART III - PROGRAM SERVICES ACTIVITY #3 | Marquis Strategic Plan Initiatives: Outside of GLISI's direct partnerships with school systems, we continue to convene networks and engagement opportunities with educators and communities that are in direct alignment with our 2024 strategic plan aspirations to (1) develop leaders who lead for equity through listening, respect and seeking to know others and (2) to lead transformation in schools toward agency-building learning. Examples include serving as facilitator and convener for the Georgia Deeper Learning Network, a network of educators, business leaders, parents and students committed to ensuring more enriching, engaging and meaningful learning experiences for Georgia's students; uplifting educators statewide through our "Hidden Heroes Campaign", a social media campaign that honored leaders statewide modeling the way toward more connected communities and garnered over 40,000 votes; and codifying findings from the Exemplary Principals in Community (EPIC) we convened last year to share insights about leadership practices for more equitable schools with our champions and the leaders we exist to serve. Our ability to support the maturation of new networks, uplift educators, and distill new learning is made possible through the generous support of individual, corporate and foundation dollars. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOOKKEEPER AND VP of STRATEGY AND FINANCE WORK TO PREPARE A DRAFT 990, WITH SUPPORT FROM EXTERNAL CPA AND ADDITIONAL GLISI STAFF AS NEEDED. DRAFT IS REVIEWED BY GLISI'S EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. NECESSARY CORRECTIONS ARE MADE AND FINAL APPROVAL OF DRAFT IS GIVEN BY GLISI'S VP of STRATEGY AND FINANCE AND GLISI'S EXECUTIVE DIRECTOR. FILING IS COMPLETED BY EXTERNAL CPA. |
| FORM 990, PART VI, SECTION B, LINE 12C | TO ENSURE GLISI OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THESE PERIODIC REVIEWS, AT A MINIMUM, INCLUDE THE FOLLOWING: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING; (2) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODs AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUReMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS SETS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. IN 2020, THE COMPENSATION COMMITTEE, COMPRISED OF BOARD MEMBERS, COMMISSIONED A REVIEW BY PHILLIP BLOUNT & ASSOCIATES OF ALL EMPLOYEES COMPENSATED IN EXCESS OF $100,000, WHICH INCLUDES THE EXECUTIVE DIRECTOR. THE REVIEW, TO BE CONDUCTED AT FIVE-YEAR INTERVALS, UTILIZED SEVERAL MARKET COMPARISON APPROACHES, INCLUDING FORM 990 INFORMATION AND PUBLISHED COMPENSATION SURVEYS BASED ON POSITION ACCOUNTABILITY, SCOPE, AND RESPONSIBILITY, TO ENSURE REASONABLENESS. PROPOSED SALARY ADJUSTMENTS ARE INCLUDED IN THE ORGANIZATION'S BUDGET AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE FOR REVIEW IN OFFICE BY WRITTEN REQUEST. |
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| Software Version: |