Form 990 for tax year 2022
Filed by THE CENTER FOR LEARNER EQUITY INC.
Totals
- Total revenue
- $5,242,270
- Total expenses
- $2,118,692
- Contributions and grants received
- $4,731,663
- Grants paid
- $96,155
- Program service revenue
- $493,860
- Investment income
- $13,976
- Other revenue
- $2,771
- Total assets, end of year
- $5,865,865
- Total liabilities, end of year
- $74,105
- Net assets or fund balances, end of year
- $5,791,760
- Program services expenses (Part IX)
- $1,516,257
- Management and general expenses
- $546,532
- Fundraising expenses
- $55,903
- Program service expenses (Part III)
- $1,516,257
Program services were 71.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$55,868
-
1f · All other contributions, gifts and grants
$4,675,795
-
2a · Program service revenue: CONSULTING INCOME
total $493,860 · related or exempt $493,860
-
3 · Investment income
total $13,976 · excluded $13,976
-
11a · Other revenue: MISCELLANEOUS INCOME
total $2,771 · excluded $2,771
-
11e · Other revenue, total
$2,771
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $96,155 · program services $96,155
-
5 · Compensation of officers, directors and key employees
total $339,374 · program services $228,647 · management and general $97,259 · fundraising $13,468
-
7 · Other salaries and wages
total $884,301 · program services $595,782 · management and general $253,426 · fundraising $35,093
-
9 · Other employee benefits
total $23,195 · program services $15,620 · management and general $6,654 · fundraising $921
-
10 · Payroll taxes
total $105,530 · program services $71,075 · management and general $30,264 · fundraising $4,191
-
11b · Fees: legal
total $34,836 · program services $34,206 · management and general $630
-
11c · Fees: accounting
total $41,335 · management and general $41,335
-
11g · Fees: other
total $427,545 · program services $358,566 · management and general $68,654 · fundraising $325
-
13 · Office expenses
total $41,743 · program services $24,641 · management and general $16,117 · fundraising $985
-
16 · Occupancy
total $4,215 · program services $2,839 · management and general $1,209 · fundraising $167
-
17 · Travel
total $99,303 · program services $74,102 · management and general $25,112 · fundraising $89
-
22 · Depreciation, depletion and amortization
total $3,881 · program services $2,440 · management and general $1,297 · fundraising $144
-
23 · Insurance
total $12,687 · program services $8,605 · management and general $3,575 · fundraising $507
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $4,368 · program services $3,380 · management and general $975 · fundraising $13
-
24b · Other expenses: PERSONNEL DEVELOPMENT
total $224 · program services $199 · management and general $25
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $232,714 · end of year $113,525
-
2 · Savings and temporary cash investments
beginning of year $507,757 · end of year $4,017,733
-
3 · Pledges and grants receivable
beginning of year $1,987,476 · end of year $1,632,838
-
4 · Accounts receivable
beginning of year $24,518 · end of year $96,101
-
9 · Prepaid expenses and deferred charges
beginning of year $4,965 · end of year $5,478
-
10a · Land, buildings and equipment: cost or other basis
$4,272
-
10b · Land, buildings and equipment: accumulated depreciation
$4,272
-
10c · Land, buildings and equipment, net
beginning of year $259 · end of year $0
-
14 · Intangible assets
beginning of year $3,622
-
15 · Other assets
beginning of year $190 · end of year $190
-
17 · Accounts payable and accrued expenses
beginning of year $55,827 · end of year $74,105
-
19 · Deferred revenue
beginning of year $37,492 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $434,045 · end of year $3,626,453
-
28 · Net assets with donor restrictions
beginning of year $2,234,137 · end of year $2,165,307
Mission and programs · 2022
Mission
TO INCREASE OUR COLLECTIVE UNDERSTANDING OF THE CHALLENGES, IDENTIFY VIABLE SOLUTIONS, AND ENSURE EFFECTIVE CHARTER SCHOOL PRACTICES THAT JUSTIFY THE TRUST OF PARENTS AND STUDENTS WITH DISABILITIES, THE CHARTER SECTOR NEEDS A CREDIBLE ENTITY THAT WILL BE A RELIABLE RESOURCE FOR KEY STAKEHOLDERS; BOTH IN THE CHARTER SECTOR AND THE SPECIAL EDUCATION ADVOCACY COMMUNITY. WE CREATED THE CENTER FOR LEARNER EQUITY TO FILL THE CURRENT VOID AND PROACTIVELY SEEK TO FOSTER INNOVATIONS THAT WILL BENEFIT BOTH CHARTER AND TRADITIONAL PUBLIC SCHOOLS. IN CREATING THE CENTER FOR LEARNER EQUITY, OUR GOAL IS TO ADVOCATE FOR STUDENTS WITH DIVERSE LEARNING NEEDS TO ENSURE THAT IF THEY ARE INTERESTED IN ATTENDING CHARTER SCHOOLS, THEY ARE ABLE TO ACCESS AND THRIVE IN SCHOOLS DESIGNED TO ENABLE ALL STUDENTS TO SUCCEED.
Activities or mission (Part I)
NONPROFIT ORGANIZATION FOUNDED TO IMPROVE STUDENTS WITH DISABILITIES' ACCESS TO CHARTER SCHOOLS AND TO BUILD CHARTER SCHOOLS' CAPACITY TO OFFER HIGH QUALITY SPECIAL EDUCATION PROGRAMS.
-
IN RESPONSE TO COMPELLING NEEDS IN THE CHARTER SCHOOL SECTOR, THE NATIONAL CENTER FOR SPECIAL EDUCATION IN CHARTER SCHOOLS (NCSECS) WAS LAUNCHED IN OCTOBER 2013. NCSECS CHANGED ITS NAME TO THE CENTER FOR LEARNER EQUITY IN 2021. CLE IS THE FIRST ENTITY TO FOCUS SOLELY ON PROACTIVELY WORKING WITH STATES, CHARTER AUTHORIZERS AND ADVOCATES TO IMPROVE ACCESS, CREATE DYNAMIC LEARNING OPPORTUNITIES AND ADDRESS BARRIERS THAT MAY HINDER STUDENTS WITH DISABILITIES ACCESSING AND SUCCEEDING IN CHARTER SCHOOLS.IN JUST NINE SHORT YEARS, CLE HAS ALREADY POSITIONED ITSELF AS THE LEADING NATIONAL VOICE REGARDING SPECIAL EDUCATION IN THE CHARTER SECTORS AS DEMONSTRATED BY THE PUBLICATION OF LEADING-EDGE POLICY PAPERS AND RESEARCH STUDIES, DEVELOPMENT OF KEY PARTNERSHIPS LINKING THE SPECIAL EDUCATION AND CHARTER SCHOOL COMMUNITIES AND TARGETED FIELDWORK IN PRIORITY GEOGRAPHIES SUCH AS COLORADO, CONNECTICUT, LOUISIANA, AND NEW JERSEY WHERE CLE SEEKS TO CATALYZE CHANGES TO POLICY AND PRACTICE. IN ADDITION, THE CLE TEAM SEEKS TO TRANSLATE LESSONS EMERGING FROM LOCAL GEOGRAPHIES TO INFORM POLICY ADVOCACY AND DRIVE A NATIONAL DIALOGUE ABOUT IMPROVING OUTCOMES FOR STUDENTS WITH DISABILITES. TO ACHIEVE THESE OBJECTIVES, CLE ELEVATES KEY STAKEHOLDER VOICES, FACILITATES COLLABORATION ACROSS DIVERSE STAKEHOLDERS, DEVELOPS AND LEADS STRATEGIC PROBLEM SOLVING, CONDUCTS RESEARCH, BUILDS TOOLKITS, AND ADVOCATES FOR POLICY CHANGE AT THE FEDERAL, STATE, AND LOCAL LEVELS.
Expenses $1,516,257 · Grants $96,155 · Revenue $493,860
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathan Rosenberg Until 722JONATHAN ROSENBERG UNTIL 722
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sam DrazinSAM DRAZIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marty MittnachtMARTY MITTNACHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mashea AshtonMASHEA ASHTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alex MedlerALEX MEDLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charisse GulosinoCHARISSE GULOSINO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robin LakeROBIN LAKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert GardaROBERT GARDA
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Shannon HodgeSHANNON HODGE
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Renita ThukralRENITA THUKRAL
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Cliff ChuangCLIFF CHUANG
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Morando RhimLAUREN MORANDO RHIM
EXECUTIVE DIRECTOR & CO-FO
- Total calculated
- $219,259
- From this org
- $212,143
- From related orgs
- $0
- Other
- $7,116
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,846
- Bonus
- $0
- Other
- $8,297
- Deferred
- $7,116
- Nontaxable benefits
- $0
- Filer's total
- $219,259
-
Paul T O'NeillPAUL T O'NEILL
SENIOR FELLOW & CO-FOUNDER
- Total calculated
- $120,114
- From this org
- $115,494
- From related orgs
- $0
- Other
- $4,620
- Hours/week
- 22
-
Wendy TuckerWENDY TUCKER
SENIOR DIRECTOR OF POLICY
- Total calculated
- $106,322
- From this org
- $102,233
- From related orgs
- $0
- Other
- $4,089
- Hours/week
- 40
-
Jennifer CocoJENNIFER COCO
LOCAL POLICY MANAGER
- Total calculated
- $125,616
- From this org
- $120,785
- From related orgs
- $0
- Other
- $4,831
- Hours/week
- 40
-
Bryan RotachBRYAN ROTACH
SENIOR DIRECTOR OF OPERATIONS
- Total calculated
- $172,965
- From this org
- $166,615
- From related orgs
- $0
- Other
- $6,350
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,636
- Bonus
- $1,500
- Other
- $23,479
- Deferred
- $6,350
- Nontaxable benefits
- $0
- Filer's total
- $172,965
-
Laura Elizabeth StelitanoLAURA ELIZABETH STELITANO
RESEARCH DIRECTOR
- Total calculated
- $118,862
- From this org
- $118,862
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$24,038
DEEPEN QUALITY OF EDUCATIONAL SERVICES AND INCREASE THE CAPACITY OF SPECIALIZED PROGRAMS TO SERVE STUDENTS WITH SIGNIFICANT DISABILITIES.
-
$24,038
DEEPEN QUALITY OF EDUCATIONAL SERVICES AND INCREASE THE CAPACITY OF SPECIALIZED PROGRAMS TO SERVE STUDENTS WITH SIGNIFICANT DISABILITIES.
-
$24,038
DEEPEN QUALITY OF EDUCATIONAL SERVICES AND INCREASE THE CAPACITY OF SPECIALIZED PROGRAMS TO SERVE STUDENTS WITH SIGNIFICANT DISABILITIES.
-
$24,038
DEEPEN QUALITY OF EDUCATIONAL SERVICES AND INCREASE THE CAPACITY OF SPECIALIZED PROGRAMS TO SERVE STUDENTS WITH SIGNIFICANT DISABILITIES.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 29 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311819349300621
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