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Nonprofiteer
← FIRST LITERACY INC

Form 990 for tax year 2023

Filed by FIRST LITERACY INC.

Totals

Total revenue
$796,853
Total expenses
$700,620
Contributions and grants received
$475,748
Grants paid
$71,450
Program service revenue
$0
Investment income
$70,753
Other revenue
$250,352
Total assets, end of year
$1,401,927
Total liabilities, end of year
$244,234
Net assets or fund balances, end of year
$1,157,693
Program services expenses (Part IX)
$481,842
Management and general expenses
$84,592
Fundraising expenses
$134,186
Program service expenses (Part III)
$481,842

Program services were 68.8% 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.

  • 1f · All other contributions, gifts and grants

    $475,748

  • 3 · Investment income

    total $20,770 · excluded $20,770

  • 7a · Gross sales of assets other than inventory

    securities $80,837

  • 7b · Less cost or other basis and sales expenses

    securities $30,854

  • 7c · Gain or loss

    securities $49,983

  • 7d · Net gain or loss

    total $49,983 · excluded $49,983

  • 8a · Fundraising events: gross income

    $263,038

  • 8b · Fundraising events: direct expenses

    $12,686

  • 8c · Net income from fundraising events

    total $250,352 · excluded $250,352

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,200 · program services $40,200

  • 2 · Grants to domestic individuals

    total $31,250 · program services $31,250

  • 5 · Compensation of officers, directors and key employees

    total $163,500 · program services $112,815 · management and general $14,715 · fundraising $35,970

  • 7 · Other salaries and wages

    total $207,016 · program services $144,874 · management and general $13,688 · fundraising $48,454

  • 8 · Pension plan contributions

    total $14,239 · program services $9,890 · management and general $1,106 · fundraising $3,243

  • 10 · Payroll taxes

    total $30,980 · program services $21,519 · management and general $2,406 · fundraising $7,055

  • 11b · Fees: legal

    total $3,000 · program services $939 · management and general $1,365 · fundraising $696

  • 11c · Fees: accounting

    total $30,518 · program services $9,553 · management and general $13,889 · fundraising $7,076

  • 11f · Fees: investment management

    total $7,326 · management and general $7,326

  • 11g · Fees: other

    total $43,027 · program services $13,469 · management and general $19,582 · fundraising $9,976

  • 13 · Office expenses

    total $12,661 · program services $3,617 · management and general $4,348 · fundraising $4,696

  • 16 · Occupancy

    total $79,042 · program services $68,569 · management and general $2,108 · fundraising $8,365

  • 22 · Depreciation, depletion and amortization

    total $13,980 · program services $10,521 · management and general $544 · fundraising $2,915

  • 23 · Insurance

    total $1,862 · management and general $1,862

  • 24a · Other expenses: COMMUNICATION

    total $19,992 · program services $14,283 · management and general $930 · fundraising $4,779

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $1,152 · management and general $336 · fundraising $816

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $875 · program services $343 · management and general $387 · fundraising $145

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $87,907 · end of year $42,113

  • 2 · Savings and temporary cash investments

    beginning of year $4,470 · end of year $6,430

  • 3 · Pledges and grants receivable

    beginning of year $6,000 · end of year $150,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $557 · end of year $201

  • 10a · Land, buildings and equipment: cost or other basis

    $112,799

  • 10b · Land, buildings and equipment: accumulated depreciation

    $105,359

  • 10c · Land, buildings and equipment, net

    beginning of year $21,870 · end of year $7,440

  • 11 · Investments: publicly traded securities

    beginning of year $1,000,233 · end of year $1,051,995

  • 15 · Other assets

    beginning of year $8,125 · end of year $143,748

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,746 · end of year $64,685

  • 18 · Grants payable

    beginning of year $100,004 · end of year $40,801

  • 25 · Other liabilities

    beginning of year $3,125 · end of year $138,748

  • 27 · Net assets without donor restrictions

    beginning of year $931,287 · end of year $1,004,793

  • 28 · Net assets with donor restrictions

    beginning of year $53,000 · end of year $152,900

Mission and programs · 2023

Mission

FUNDING INNOVATION IN ADULT LITERACY TO CHANGE LIVES. WE DO THIS BY: OFFERING FREE BEST PRACTICE WORKSHOPS FOR TEACHERS AND OTHER ADULT EDUCATION PROFESSIONALS; ENCOURAGING, SUPPORTING, AND SHARING INNOVATIVE PRACTICES, CURRICULUM AND RESOURCES THROUGH OUR FIRST LITERACY LAB PROGRAM GRANT INITIATIVE; AND AWARDING SCHOLARSHIPS AND PROVIDING SUPPORT FOR ADULT LEARNERS WHO ARE STARTING COLLEGE.

Activities or mission (Part I)

FUNDING INNOVATION IN ADULT LITERACY TO CHANGE LIVES.

  • PROFESSIONAL DEVELOPMENT WORKSHOPS PROVIDE ADULT EDUCATORS WITH INFORMATION AND RESOURCES ON EVIDENCE-BASED TEACHING METHODOLOGY AND CURRICULUM DESIGN, CROSS-CULTURAL ISSUES, AND STUDENT ASSESSMENT APPROACHES RELEVANT TO THE ADULT EDUCATION CLASSROOM. TEACHERS WHO PARTICIPATE IN WORKSHOPS, FACILITATED BY KNOWLEDGEABLE PEERS OR EXPERT CONSULTANTS, ARE SUPPORTED IN TRYING OUT NEW IDEAS IN THEIR CLASSROOM AND SHARING THEIR EXPERIENCES WITH PEERS ON SITE AND AT FOLLOW-UP WORKSHOPS.

    Expenses $216,782

  • SCHOLARSHIPS AND SUPPORT FOR ADULT LEARNERS WHO HAVE SUCCESSFULLY COMPLETED BASIC STUDIES IN AN ABE PROGRAM AND ARE PURSUING COLLEGE OR TECHNICAL EDUCATION ARE ELIGIBLE FOR A FIRST LITERACY SCHOLARSHIP. RECIPIENTS ARE AWARDED SCHOLARSHIPS IN RECOGNITION OF THEIR EDUCATIONAL ACHIEVEMENTS AND POTENTIAL, THEIR COMMITMENT TO COMMUNITY SERVICE, AND THEIR RESILIENCY AND PERSEVERANCE IN THE FACE OF HARDSHIP. TO SUSTAIN THIS ONGOING LEARNING COMMUNITY, WE HOST SCHOLAR NETWORKING EVENINGS, INVITE SCHOLARS TO ALL FIRST LITERACY EVENTS, ASK INTERESTED SCHOLARS TO SPEAK AT EVENTS, AND FIRST LITERACY REPRESENTATIVES ATTEND ALL COMMUNITY AND EDUCATIONAL EVENTS WHERE OUR SCHOLARS ARE HONORED. WE ALSO LOOK FOR WAYS IN WHICH WE CAN MORE DEEPLY INVOLVE THE SCHOLARS WITH THE BROADER COMMUNITY AND CULTURAL LIFE OF OUR CITY.

    Expenses $143,327 · Grants $40,200

  • FIRST LITERACY OFFERS SMALL GRANTS TO ADULT BASIC EDUCATION PROGRAMS TO IMPROVE PRACTICE AND TO STRENGTHEN PROGRAMS. THE FLEXIBILITY OF THESE GRANTS ALLOWS PROGRAMS TO MEET EMERGING STUDENT NEEDS IN A TIMELY FASHION. THE GRANTS ALSO ALLOW VENUES SUCH ASLIBRARIES AND VOLUNTEER ORGANIZATIONS TO INTRODUCE OR EXPAND THEIR SERVICES TO IMMIGRANTS. RECIPIENTS OF FIRST LITERACY GRANTS SHARE THE RESULTS OF THEIR WORK WITH THE GREATER ABE COMMUNITY AT AN ANNUAL EVENT AND ARE SUPPORTED AND MENTORED TO BECOME FACILITATORS OFWORKSHOPS FOR ABE TEACHERS.

    Expenses $121,733 · Grants $31,250

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Nolan

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1.5

  • Holly Reeves

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Karime Adbel-Hay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Jeffrey P Beale

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Rudy Bozas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lawrence Fahey

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Corey Groves

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Nilan Jayasinghe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Olga Kasparova

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Tony Day Silva

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Barbara Garner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lee Kenyon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Theresa B Witherell

    EXECUTIVE DIRECTOR

    Total calculated
    $152,749
    From this org
    $152,749
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,749
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $152,749

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 · 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

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349308130

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