Totals
- Total revenue
- $10,637,137
- Total expenses
- $12,995,333
- Contributions and grants received
- $9,667,186
- Grants paid
- $1,019,000
- Program service revenue
- $109,388
- Investment income
- $846,554
- Other revenue
- $14,009
- Total assets, end of year
- $20,478,286
- Total liabilities, end of year
- $1,285,420
- Net assets or fund balances, end of year
- $19,192,866
- Program services expenses (Part IX)
- $11,576,473
- Management and general expenses
- $430,246
- Fundraising expenses
- $988,614
- Program service expenses (Part III)
- $11,576,473
Program services were 89.1% 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
$9,667,186
-
1g · Noncash contributions included above
$10,495
-
2a · Program service revenue: CONFERENCE/EVENT REGISTRATION REVENUE
total $109,388 · related or exempt $109,388
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $839,839 · excluded $839,839
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $34,713,306
-
7b · Less cost or other basis and sales expenses
securities $34,706,591
-
7c · Gain or loss
securities $6,715 · other assets $0
-
7d · Net gain or loss
total $6,715 · excluded $6,715
-
11a · Other revenue: MISCELLANEOUS INCOME
total $14,009 · excluded $14,009
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$14,009
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,019,000 · program services $1,019,000
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $812,369 · program services $443,206 · management and general $143,977 · fundraising $225,186
-
7 · Other salaries and wages
total $2,836,775 · program services $2,603,336 · management and general $115,646 · fundraising $117,793
-
8 · Pension plan contributions
total $69,398 · program services $63,588 · management and general $2,818 · fundraising $2,992
-
9 · Other employee benefits
total $461,594 · program services $405,788 · management and general $22,442 · fundraising $33,364
-
10 · Payroll taxes
total $252,461 · program services $213,810 · management and general $16,830 · fundraising $21,821
-
11b · Fees: legal
total $1,170 · management and general $1,170
-
11c · Fees: accounting
total $42,099 · management and general $42,099
-
11d · Fees: lobbying
total $134,797 · program services $134,797
-
11e · Fees: professional fundraising services
total $177,514 · fundraising $177,514
-
11g · Fees: other
total $2,075,241 · program services $2,000,186 · management and general $49,224 · fundraising $25,831
-
12 · Advertising and promotion
total $223,128 · program services $219,707 · management and general $1,377 · fundraising $2,044
-
13 · Office expenses
total $189,740 · program services $160,281 · management and general $16,140 · fundraising $13,319
-
16 · Occupancy
total $145,253 · program services $122,013 · management and general $8,715 · fundraising $14,525
-
17 · Travel
total $716,123 · program services $699,900 · management and general $644 · fundraising $15,579
-
18 · Travel or entertainment for public officials
total $120,197 · program services $120,197
-
19 · Conferences, conventions and meetings
total $1,725,187 · program services $1,719,118 · management and general $3,043 · fundraising $3,026
-
20 · Interest
total $696 · program services $651 · management and general $45
-
22 · Depreciation, depletion and amortization
total $50,009 · program services $42,475 · management and general $2,825 · fundraising $4,709
-
23 · Insurance
total $27,763 · program services $23,348 · management and general $1,656 · fundraising $2,759
-
24a · Other expenses: SPONSORED EVENTS
total $1,004,186 · program services $1,004,186
-
24b · Other expenses: MAILING AND PRINTING FEES
total $597,716 · program services $267,969 · management and general $1,595 · fundraising $328,152
-
24c · Other expenses: SPEAKER/MODERATOR FEES
total $198,842 · program services $198,842
-
24d · Other expenses: STATE POLLING
total $114,075 · program services $114,075
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $254,242 · end of year $608,863
-
2 · Savings and temporary cash investments
beginning of year $854,970 · end of year $2,389,254
-
3 · Pledges and grants receivable
beginning of year $3,480 · end of year $500,000
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $267,323 · end of year $188,728
-
10a · Land, buildings and equipment: cost or other basis
$562,041
-
10b · Land, buildings and equipment: accumulated depreciation
$369,781
-
10c · Land, buildings and equipment, net
beginning of year $164,178 · end of year $192,260
-
11 · Investments: publicly traded securities
beginning of year $19,441,205 · end of year $16,222,973
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $498,737 · end of year $376,208
-
17 · Accounts payable and accrued expenses
beginning of year $345,746 · end of year $565,398
-
19 · Deferred revenue
beginning of year $100,000 · end of year $152,188
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $703,424 · end of year $567,834
-
27 · Net assets without donor restrictions
beginning of year $19,934,785 · end of year $18,046,477
-
28 · Net assets with donor restrictions
beginning of year $400,180 · end of year $1,146,389
Mission and programs · 2023
Mission
EDCHOICE, INC. IS DEDICATED TO ADVANCING FULL AND UNENCUMBERED EDUCATIONAL CHOICE AS THE BEST PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY.
Activities or mission (Part I)
ADVANCING EDUCATIONAL FREEDOM AND CHOICE FOR ALL AS A PATHWAY TO SUCCESSFUL LIVES AND A STRONGER SOCIETY.
-
TRAINING AND OUTREACH: EDCHOICE, INC, UNDERTAKES NON-PARTISAN EDUCATIONAL TRAINING AND OUTREACH ACTIVITIES THAT INFORM THE PUBLIC, MEDIA AND POLICY MAKERS ON THE ISSUE OF EDUCATIONAL CHOICE AND ON EXISTING SCHOOL CHOICE PROGRAMS. THIS INCLUDES FORMAL TRAININGS, CONFERENCES, FACT-FINDING TRIPS, AND EDUCATIONAL BRIEFINGS.
Expenses $4,271,928 · Grants $175,000 · Revenue $109,388
-
STATE PROGRAMS: EDCHOICE, INC, WORKS IN STATES AROUND THE COUNTRY TO EDUCATE THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE, PROVIDING EDUCATIONAL SERVICES TO STATE-BASED ORGANIZATIONS AND INDIVIDUALS. SERVICES INCLUDE: SPONSORING AND HOSTING INFORMATIONAL SYMPOSIUMS, TESTIFYING IN FRONT OF VARIOUS LEGISLATIVE BODIES, EDUCATING LOCAL AND STATE ORGANIZATIONS ON EDUCATIONAL CHOICE PROGRAMS, PARENT EDUCATIONAL EFFORTS AND TRAINING, INFORMING MEDIA, PROVIDING TECHNICAL ADVICE ON THE DRAFTING OF LEGISLATION, AND SPONSORING VISITS BY EXPERT SPEAKERS.
Expenses $4,023,509 · Grants $794,000
-
RESEARCH AND THOUGHT LEADERSHIP: EDCHOICE, INC, PRODUCES NON-PARTISAN RESEARCH AND PUBLICATIONS INTENDED TO INFORM THE PUBLIC ON THE ISSUE OF EDUCATIONAL CHOICE. TYPES OF RESEARCH AND EDUCATIONAL PUBLICATIONS INCLUDE: REVIEWING AND SYNTHESIZING EXISTING RESEARCH ON EDUCATIONAL CHOICE, SUCH AS THE ABC'S OF SCHOOL CHOICE AND INFORMATIONAL BROCHURES; CONDUCTING ORIGINAL STATE AND NATIONAL RESEARCH ON EDUCATIONAL CHOICE, SUCH AS STATE POLLING AND FISCAL AND ACADEMIC IMPACT STUDIES; AND PUBLISHING COMMENTARY PAPERS, WEBINARS AND BLOGS.
Expenses $3,185,654 · Grants $50,000
-
Legal Advocates: To safeguard choice programs for families, EdChoice, Inc. established EdChoice Legal Advocates (EdLA) in 2023 to engage directly in litigation efforts. EdLA provides legal representation and support to parents involved in school choice litigation across the nation.
Expenses $95,382
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Devin AndersonDEVIN ANDERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Fred S KlipschFRED S KLIPSCH
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
J Scott EnrightJ SCOTT ENRIGHT
VICE CHAIRMAN & SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Robert C EnlowROBERT C ENLOW
PRESIDENT & CEO
- Total calculated
- $415,816
- From this org
- $383,904
- From related orgs
- $0
- Other
- $31,912
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $273,204
- Bonus
- $110,700
- Other
- $0
- Deferred
- $8,250
- Nontaxable benefits
- $23,662
- Filer's total
- $415,816
-
David D FriedmanDAVID D FRIEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fred ReamsFRED REAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Michael WalkerMICHAEL WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Virginia Walden-FordVIRGINIA WALDEN-FORD
DIRECTOR
- Total calculated
- $3,500
- From this org
- $3,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
William J HumeWILLIAM J HUME
DIRECTOR (END 1/23/23)
- Total calculated
- $0
- Hours/week
- 1
-
Carey E FolcoCAREY E FOLCO
VICE PRESIDENT OF OPERATIONS
- Total calculated
- $204,791
- From this org
- $184,783
- From related orgs
- $0
- Other
- $20,008
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,383
- Bonus
- $36,400
- Other
- $0
- Deferred
- $4,500
- Nontaxable benefits
- $15,508
- Filer's total
- $204,791
-
Steven HolwerdaSTEVEN HOLWERDA
VICE PRESIDENT OF DEVELOPMENT
- Total calculated
- $188,262
- From this org
- $170,504
- From related orgs
- $0
- Other
- $17,758
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,004
- Bonus
- $15,500
- Other
- $0
- Deferred
- $4,650
- Nontaxable benefits
- $13,108
- Filer's total
- $188,262
-
Brian McGrathBRIAN MCGRATH
V.P. OF EXTERNAL RELATIONS
- Total calculated
- $208,583
- From this org
- $180,246
- From related orgs
- $0
- Other
- $28,337
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,846
- Bonus
- $32,400
- Other
- $0
- Deferred
- $4,435
- Nontaxable benefits
- $23,902
- Filer's total
- $208,583
-
Drew CattDREW CATT
V.P. OF TRAINING
- Total calculated
- $176,768
- From this org
- $142,979
- From related orgs
- $0
- Other
- $33,789
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,479
- Bonus
- $20,500
- Other
- $0
- Deferred
- $3,900
- Nontaxable benefits
- $29,889
- Filer's total
- $176,768
-
Leslie HinerLESLIE HINER
VICE PRESIDENT- LEGAL AFFAIRS
- Total calculated
- $214,592
- From this org
- $203,398
- From related orgs
- $0
- Other
- $11,194
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,698
- Bonus
- $14,700
- Other
- $0
- Deferred
- $5,700
- Nontaxable benefits
- $5,494
- Filer's total
- $214,592
-
Martin LuekenMARTIN LUEKEN
DIRECTOR OF FISCAL RESEARCH
- Total calculated
- $180,131
- From this org
- $154,289
- From related orgs
- $0
- Other
- $25,842
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,289
- Bonus
- $28,000
- Other
- $0
- Deferred
- $3,789
- Nontaxable benefits
- $22,053
- Filer's total
- $180,131
-
Paul DipernaPAUL DIPERNA
V.P. OF RESEARCH & INNOVATION
- Total calculated
- $208,600
- From this org
- $180,262
- From related orgs
- $0
- Other
- $28,338
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,862
- Bonus
- $32,400
- Other
- $0
- Deferred
- $4,436
- Nontaxable benefits
- $23,902
- Filer's total
- $208,600
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 7 Non-fixed payments
- ROBERT C. ENLOW RECEIVED A PERFORMANCE PAYMENT WHICH WAS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS WAS A DISCRETIONARY BONUS BASED UPON FULFILLING THE MISSION OF THE ORGANIZATION, FOCUSING SPECIFICALLY ON PROGRAMMING, OPERATIONS AND FINANCIAL HEALTH OF THE ORGANIZATION. SOME EMPLOYEES RECEIVED A MERIT BONUS DETERMINED BY THE PRESIDENT AND CEO FOR EXCEPTIONAL WORK IN THEIR ROLES.
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
-
$134,000
Support for educational outreach to Arizona parents to increase their awareness of educational options and help them become school choice consumers.
-
Support to continue and expand an awareness campaign for the Hope Scholarship, lead the charge to increase investment in the West Virginia native" education infrastructure, engage potential new providers, and facilitate innovation and the sharing of successful ideas across West Virginia.
-
$100,000
Support for educational activities including marketing and parent engagement for the Utah Fits All Choice program.
-
The Childrens Scholarship Fund
$90,000
Support for education and outreach to increase awareness of New Hampshire's Education Freedom Accounts, including retaining an outreach coordinator.
-
$80,000
Support for parent and community engagement efforts to increase awareness, knowledge, and access to school options and opportunities; as well as to support the launch of the Education Entrepreneurship Incubator Program.
-
$75,000
Support for continued work to engage and educate clergy and faith leaders in Indiana and Georgia about educational choice and reform.
-
$65,000
Support for efforts in education and outreach activities regarding ESA promotion and implementation and HACER efforts.
-
Opportunity Arkansas Foundation
$50,000
General support for educational activities to promote education choice and its benefits in Arkansas.
-
General support for efforts to educate families about their school choice options in Pennsylvania.
-
Support to provide NBCSL members with a broader education and awareness of educational opportunity-related policies.
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413189349306971
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.