Skip to content
Nonprofiteer
← CLOSE UP FOUNDATION

Form 990 for tax year 2023

Filed by CLOSE UP FOUNDATION.

Totals

Total revenue
$39,919,109
Total expenses
$42,003,184
Contributions and grants received
$3,170,330
Grants paid
$0
Program service revenue
$36,382,615
Investment income
$187,303
Other revenue
$178,861
Total assets, end of year
$17,614,895
Total liabilities, end of year
$12,541,421
Net assets or fund balances, end of year
$5,073,474
Program services expenses (Part IX)
$34,935,467
Management and general expenses
$6,028,419
Fundraising expenses
$1,039,298
Program service expenses (Part III)
$34,935,467

Program services were 83.2% 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)

    $1,316,971

  • 1f · All other contributions, gifts and grants

    $1,853,359

  • 2a · Program service revenue: TUITION AND FEES

    total $35,326,279 · related or exempt $35,326,279

  • 2b · Program service revenue: EDUCATIONAL SERVICES

    total $1,056,336 · related or exempt $1,056,336

  • 3 · Investment income

    total $401,212 · excluded $401,212

  • 7a · Gross sales of assets other than inventory

    securities $2,500,448

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

    securities $2,714,357

  • 7c · Gain or loss

    securities -$213,909

  • 7d · Net gain or loss

    total -$213,909 · excluded -$213,909

  • 11a · Other revenue: MISCELLANEOUS

    total $178,861 · excluded $178,861

  • 11e · Other revenue, total

    $178,861

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,563,197 · program services $916,745 · management and general $456,837 · fundraising $189,615

  • 7 · Other salaries and wages

    total $8,454,476 · program services $5,439,790 · management and general $2,438,491 · fundraising $576,195

  • 9 · Other employee benefits

    total $1,174,337 · program services $669,991 · management and general $407,984 · fundraising $96,362

  • 10 · Payroll taxes

    total $702,390 · program services $409,442 · management and general $234,834 · fundraising $58,114

  • 11b · Fees: legal

    total $9,878 · program services $8,393 · management and general $1,485

  • 11c · Fees: accounting

    total $94,119 · management and general $94,119

  • 11f · Fees: investment management

    total $35,152 · management and general $35,152

  • 11g · Fees: other

    total $188,369 · management and general $188,293 · fundraising $76

  • 12 · Advertising and promotion

    total $480,708 · program services $450,100 · fundraising $30,608

  • 13 · Office expenses

    total $462,715 · program services $47,469 · management and general $410,360 · fundraising $4,886

  • 14 · Information technology

    total $56,898 · program services $1,090 · management and general $55,808

  • 16 · Occupancy

    total $583,024 · management and general $583,024

  • 17 · Travel

    total $9,185,838 · program services $9,136,935 · management and general $30,349 · fundraising $18,554

  • 19 · Conferences, conventions and meetings

    total $84,227 · program services $57,820 · management and general $16,831 · fundraising $9,576

  • 22 · Depreciation, depletion and amortization

    total $104,698 · management and general $104,698

  • 23 · Insurance

    total $178,198 · management and general $178,198

  • 24a · Other expenses: PROGRAM LODGING

    total $6,734,790 · program services $6,734,790

  • 24b · Other expenses: PROGRAM MEALS

    total $5,795,393 · program services $5,795,108 · management and general $82 · fundraising $203

  • 24c · Other expenses: TRANSFERS

    total $3,339,734 · program services $3,333,103 · management and general $6,551 · fundraising $80

  • 24d · Other expenses: OTHER PROGRAM EXPENSES

    total $1,278,693 · program services $1,242,709 · management and general $35,903 · fundraising $81

  • 24e · All other expenses

    total $1,496,350 · program services $691,982 · management and general $749,420 · fundraising $54,948

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $143,561 · end of year $32,031

  • 2 · Savings and temporary cash investments

    beginning of year $5,565,288 · end of year $4,898,807

  • 3 · Pledges and grants receivable

    end of year $287,000

  • 4 · Accounts receivable

    beginning of year $656,937 · end of year $1,146,162

  • 8 · Inventories for sale or use

    beginning of year $272 · end of year $272

  • 9 · Prepaid expenses and deferred charges

    beginning of year $493,429 · end of year $1,099,350

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

    $2,185,182

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

    $1,465,271

  • 10c · Land, buildings and equipment, net

    beginning of year $594,008 · end of year $719,911

  • 11 · Investments: publicly traded securities

    beginning of year $7,219,327 · end of year $5,131,214

  • 15 · Other assets

    beginning of year $4,677,553 · end of year $4,300,148

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,715,976 · end of year $3,741,487

  • 19 · Deferred revenue

    beginning of year $4,052,421 · end of year $3,768,185

  • 25 · Other liabilities

    beginning of year $4,838,676 · end of year $5,031,749

  • 27 · Net assets without donor restrictions

    beginning of year $5,126,688 · end of year $4,239,205

  • 28 · Net assets with donor restrictions

    beginning of year $616,614 · end of year $834,269

Mission and programs · 2023

Mission

THE MISSION OF THE NONPROFIT, NONPARTISAN CLOSE UP FOUNDATION IS TO EMPOWER YOUNG PEOPLE FOR A LIFETIME OF ACTIVE CITIZENSHIP THROUGH CIVIC EDUCATION PROGRAMS, PROFESSIONAL DEVELOPMENT FOR EDUCATORS, AND CLASSROOM RESOURCES.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • WASHINGTON HIGH SCHOOL PROGRAM: THESE PROGRAMS INCLUDE OPPORTUNITIES FOR DIVERSE STUDENTS TO LEARN AND PRACTICE KEY CITIZENSHIP SKILLS, PARTICIPATE IN LEGISLATIVE SIMULATIONS, AND INTERACT WITH POLICY EXPERTS, ELECTED OFFICIALS, AND CONGRESSIONAL STAFF. EACH PROGRAM FEATURES COMMUNITY-BUILDING ACTIVITIES, THEMATIC SITE VISITS, ISSUE-BASED WORKSHOPS, POLICY DEBATES AND DELIBERATIONS THAT EXPOSE STUDENTS TO A RANGE OF PERSPECTIVES, CULTURAL EXPLORATIONS, AND SEMINARS AND ONSITE VISITS TO GOVERNMENT AGENCIES, NGOS, AND EMBASSIES.

    Expenses $18,303,088 · Revenue $18,091,059

  • WASHINGTON MIDDLE SCHOOL PROGRAM: THESE PROGRAMS USE THE NATIONS CAPITAL AS A LIVING CLASSROOM WHERE STUDENTS EXPLORE ITS ICONIC SITES AND DISCOVER HOW THE ISSUES AND IDEALS REPRESENTED IMPACT US TODAY. THROUGH VARIOUS INTERACTIVE SITE VISITS, WORKSHOPS, AND DISCUSSIONS, STUDENTS LEARN THE HISTORICAL EVENTS AND IDEAS THAT HAVE SHAPED AMERICAN DEMOCRACY AND GAIN A DEEPER UNDERSTANDING OF THEIR UNIQUE ROLE IN OUR POLITICAL SYSTEM.

    Expenses $15,098,460 · Revenue $15,840,827

  • PROGRAM FOR NEW AMERICANS (PNA): THESE PROGRAMS IN WASHINGTON, D.C., ARE FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE U.S. IN THE LAST EIGHT YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND ADDRESSING THE NEEDS OF A DIVERSE NATION, IMPORTANT THEMES IN U.S. DEMOCRACY, AND THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT AND COMMUNITY SERVICE, PROVIDING THEM WITH INSIGHT AND FOSTERING THEIR CONFIDENCE FOR ACTIVE CITIZENSHIP.

    Expenses $1,248,309 · Revenue $1,394,391

  • EDUCATIONAL SERVICES: EDUCATIONAL SERVICES INCLUDES A BREADTH OF TRAINING AND RESOURCES THAT CLOSE UP DESIGNS AND DELIVERS TO EDUCATORS NATIONWIDE TO HELP THEM BRING DELIBERATIVE DIALOGUE, CURRENT POLICY ISSUES, CIVIC AND COMMUNITY ENGAGEMENT, AND NONPARTISAN FACILITATION TO THEIR SCHOOLS. THIS INCLUDES PROFESSIONAL DEVELOPMENT TRAINING FOR TEACHERS, CUSTOMIZED CURRICULUM UNITS, CLASSROOM RESOURCES SUCH AS ISSUE DISCUSSIONS AND LESSON PLANS, EDUCATOR WEBINARS AND CONFERENCES, AND MEMBERSHIP IN OUR NATIONAL NETWORK OF SCHOOLS IN PARTNERSHIP DIVISION.

    Expenses $285,610 · Revenue $1,056,338

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

Listed in Part VII

  • ERIC ADYDAN

    CEO

    Total calculated
    $337,935
    From this org
    $329,636
    From related orgs
    $0
    Other
    $8,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,339
    Bonus
    $56,297
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,299
    Filer's total
    $337,935

  • JOEL JANKOWSKY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • E IVAN ZAPIEN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • JANET HALE

    CHAIMAN, AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1.5

  • MARGERY KRAUS

    CHAIRMAN, GOVER. & NOMINATING COMM.

    Total calculated
    $0
    Hours/week
    1.5

  • ERIC ROSENFELD

    CHAIRMAN, FINANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1.5

  • MICHAEL A ANDREWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • PETER CHERUKURI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • AMY DACEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • KIRK FRANCIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • CHRISTOPHER J GOODE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • W MICHAEL HOUSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • BRUCE W JENTLESON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • KENDRICK MEEK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • ILENA ROS-LEHTINEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • ALICE SIU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • THOMAS SPULAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • RYAN THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • GEOFFRY VERHOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • MIA CHARITY

    PRESIDENT

    Total calculated
    $261,698
    From this org
    $253,399
    From related orgs
    $0
    Other
    $8,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,717
    Bonus
    $36,682
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,299
    Filer's total
    $261,698

  • STEPHANIE STARGELL

    CHIEF FINANCIAL & OPERATING OFFICER

    Total calculated
    $252,883
    From this org
    $251,443
    From related orgs
    $0
    Other
    $1,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,242
    Bonus
    $41,201
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,440
    Filer's total
    $252,883

  • LINDSAY GREENBERG

    CHIEF INNOVATION & PROGRAM OFFICER

    Total calculated
    $253,242
    From this org
    $232,105
    From related orgs
    $0
    Other
    $21,137
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,220
    Bonus
    $36,885
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,137
    Filer's total
    $253,242

  • JODI MITEVA

    VP, BUSINESS DEVELOPMENT

    Total calculated
    $209,210
    From this org
    $200,918
    From related orgs
    $0
    Other
    $8,292
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,502
    Bonus
    $52,416
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,292
    Filer's total
    $209,210

  • SHANNON MARYOTT

    VP, SALES

    Total calculated
    $183,925
    From this org
    $161,979
    From related orgs
    $0
    Other
    $21,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,770
    Bonus
    $43,209
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,946
    Filer's total
    $183,925

  • JOHN STURM

    VP, PROGRAM OPERATIONS

    Total calculated
    $180,291
    From this org
    $172,183
    From related orgs
    $0
    Other
    $8,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,904
    Bonus
    $37,279
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,108
    Filer's total
    $180,291

  • SCOT WILSON

    VP, CURRICULUM

    Total calculated
    $157,841
    From this org
    $149,213
    From related orgs
    $0
    Other
    $8,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,624
    Bonus
    $17,589
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,628
    Filer's total
    $157,841

  • LUKE STALLINGS

    SR. DIR. OF ACCOUNT ENGAGEMENT

    Total calculated
    $150,048
    From this org
    $142,108
    From related orgs
    $0
    Other
    $7,940
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,412
    Bonus
    $32,696
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,940
    Filer's total
    $150,048

  • PORSCHE JOHNSON

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $147,365
    From this org
    $132,805
    From related orgs
    $0
    Other
    $14,560
    Hours/week
    40

  • MARIZA DAIZ PADILLA

    SALES REP

    Total calculated
    $151,969
    From this org
    $134,313
    From related orgs
    $0
    Other
    $17,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $58,378
    Bonus
    $75,935
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,656
    Filer's total
    $151,969

  • ERICA DARCE

    SALES REP

    Total calculated
    $139,646
    From this org
    $131,956
    From related orgs
    $0
    Other
    $7,690
    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 · 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)

PART I, LINE 7
THE FOLLOWING INDIVIDUALS RECEIVED MERIT-BASED BONUSES DURING THE YEAR: ERIC ADYDAN $56,297 MIA CHARITY $36,682 LINDSAY GREENBERG $36,885 STEPHANIE STARGELL $41,201 JODI MITEVA $52,416 SHANNON MARYOTT $43,209 JOHN STURM $37,279 SCOT WILSON $17,589 LUKE STALLINGS $32,696 PORSCHE JOHNSON $27,279 MARIZA DAIZ PADILLA $75,935 ERICA DARCE $83,975

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
8 April 2025
IRS schema version
2023v6.0
Source object
202530989349301408

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.