0fbfac28 - foundation center · 2019. 5. 8. · 0n9 vefos, 70, callf del sant7 cristo f-'(,7...
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6049327900200 8
CO:4::9:31 950 03 4 8
CM9 r.o 1545-=7F^.R 990 Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) v 17
10, Do not enter social security numbers on this form as it may be made public. • . -DeFtW em
orthe T'easury
Intemat Revrue Sam's to, Go to wwv.irs gov/Form990 for Instructions and the latest Information.
A For the 2017 calendar year, or tax year beginning , 2017, and ending , 20
B Ctteckdappticable Chareotorgan,zatwnADVAP:C - LEADERSHIP FOUNDATION INC 0Employer ldentrflcabonnumber
Adore'-;.:range Domgbus,ness 46-5052397
q Ntu•te c.'iange Number and street (cr P 0 box d mail is rot delivered to street address) I Fioom/sule E Telephone number
q Initial return 200 DALLE DEL SANTO CRISTO FLOOR 2 (202)361-2606
q An3 reM-'+eri netea City or .own, state or province, co.mtry, and ZIP or fore+gr postal code
q amendedretum SARI JUAN, PR 00901-1357 GGrossrecelpts8 1 673,4 0 7.
[j Appir_auon oer,flny F Name and address or pnnc+ pa' of`cer u) is aura ga.r ml-l subacraes7 t] Yes X N.
0n9 VEFOS, 70, CALLF DEL SANT7 CRISTO F-'(, 7 2, S4,' JCr-Y, Fr }I Yas'7b ,_ Ta% cramhalo.,-s. 9501 IcIi3) D SOtfc) ( ) (rsen not q 4947(apt) or q 5 1^ If "No enach a list lose uutrucnensi
J Websrte ► N /A H(c) Group exempt-on number ►
K Form c' omaozat on 5 Comcraton fl Trust f t Fssocmnon f L Year or format- 2 019 M State of fecal domicile PR
e
O
Signature BrockC-) Under penalt ies of perjury . I declare t t I have examined I" return , nxtidrg accompanying schedules and s'a'emen ts and to the best of my knowledge and ocliel, n Is
(:3 true, cancer , and complet)Decla at t ofreparer (other fan officer) is bash on all ^formatlon of which preparer has any knowledge.
® 106/01/2018
Sign Stgnatu f oft er Date
Z Here JUAN VERDE, PRESIDENTTyne or print name and title
Paid?nnLType preparer 's name °r n Date G PTir!
Check
PreparerJOSE A SILVA 06/01/2018 seH-empbyec P01064433
Use Only Firm sname ► SILVA CPA GROUP PSC Fam'sEiN ► 66-0688774
Summary }
1 Briefly describe the organization's mission or most stgndi^ant activities ._^:iFa_b =,:., q,- 21?: f?; k1j-------- -- -FY EOUIFING GLOBAL FUTJRE LEADERS WITH HANDS-ON AND PRAGMATIC EXPERIENCE
-- --- -----•---....._.---------•-----•-----••------------ ----- •-• -- ---•-•---•------------------•------------- - -Irv THE ECSINIESS LFAI ERSHIP REAL1I.
-'-
----- ------------ ---•------ ----------•--------------••----•--•--•-••--------•--•-- ---------..------- - -.._.----
--2 Check this box rrJ if the orgarnza'ron discontinued its operations or disposed of more than 251y, of its net assets6
d 3 Number of voting members of the governing body (Part VI, line 1a) 3es 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4
T 5 Total number of individuals employed in calendar year 2017 (Part V, line 2a) 5 06 Total number of volunteers (estimate if necessary) . - - ' 6 15
7a Total unrelated business revenue from Part VIII, column (C), line 12 7a
b Net unrelated business taxable inccme from Form 990-T, line 34 7bPrior Year Current Year
8 Contributions and grants (Part VIII, line 1h) . . . 490, 806. 3 , 623 , 407.r 9 Program service revenue (Part VIII, line 2g) - - - 608, 06 2.
,' 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d)
11 Other revenue (Part VIII, column (A). lines 5, 6d, 8c, 9c, 1 Oc, and 11e) 0
12 Total revenue-add lines 8 through 11 (must equal Part VII I, column (A), line 1 2) 1, 098,66 8. 3 , 623 , 407.13 Grants and similar amounts paid (Part IX, column (A), lines 1-3)
14 Benefits paid to or for members (Part IX, column A line115 Salaries, other corn n. done I f5`t^ colu n (A), lines 5-10) 219,5 -7116a Professorial fundraisin fees ( rhrY ^^ 1p)
W I b Total fundraising expe Part IX, column (D), line 5)
17 Other expenses (Part I mn 1fIla- 825, 838. 4,056,129.
18 Total expenses Add Im 17 __t Ae^GYa/I Patt ,c_ fl^jt -(A), brie 25) 1,045 , 4M 4,056 , 129.19 Revenue less expenses 8-from line 19 - 53'... . _A12 , 722
Beginning of Current Year End of Year
"11 20 Total assets (Part X, lrn '71, 6 8 3 . 1 1,268,514
<F 21 Total liabilities (Par. X, line 26) . . . . . =7a.
1 , 550,343.
12' 22 Net assets or fund balances Subtract line 21 from line 20 71 ,105. -281,829.
For Paperwork Reduction Act Notice, see the separate Instructions
Fo-m 990 (2017 Page 2
Statement of Program Service Accomplishments
Cneck if Schedule 0 contains a response or note to any lire in this Part III
1 Briefly descnbe the organization ' s miss-on.
ADVANCE LEADERSHIP FOUNDATION INC IS FORME EKCLUS:VELY FOR TFE-------------•---• -- --- ....... ............. --............ -...... ................................ ....... •--- .......................... ..... _...--...
EDUCi TION. TRAINING AND DEVELOPMEt T OF F[ TURE__BUSINESS^ ,SOC__Tt^F,_ _____•__•__________ __ _______________
PCLITICAL--LEADEE.... BY OPGANIZING AND_D-_EVE_LOPING_-TPAINNG,_ SEMINARS, __-...---- ------------ .---- ..••.--•. .............. ....- ------See Part II:, Ln 1 statement
2 Did the organization undertake any s i gnificant program services during the year which were not listed on the
prior Form 990 or 990•EZ? . . . . . . . . q Yes ©No
If "Yes," descr-be these new services on Schedule 03 Did the organization cease conducting . or make sign i ficant changes in how it conducts , any program
services? q Yes ENO
If "Yes," describe these changes on Schedule 0
4 Describe the organization's program service accompl ishments for each of its three largest program services , as measured by
expenses Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others,
the total expenses , and revenue , it any, for each program serv,ce reported.
---- ---- -4a (Code' ) (Expenses $ 4, 056, 129. including grants of S____ 025, 773: ) ( Revenue $ . 3, 623, 407__ )
C•IORKING TO P.EDUCE__THE GLJS?.L SKIL-GAPEMPLOYERS ^IIvIJ YO?J:?G- ----- --------- ------- -------------------------- -• --
PROFESSION_1LSBY__E uIPPING LOBFL-_ ?TUR? WITt:__: -CN PRAGM T :C-__ _-__-_-__ _______________ __ ________
EXPERIENCE IB TifE BUSINESS LEADERSHIP _REALM __-_-___• --- - ---------
---------•---- •°--• --•--•-----------°-- ----------••-•-•-- ------------ ---------------------- --------------- . ----------- ------ ---- --
-------- - -- -- -- ---- - ------ ------- - ---------------------- - -------- - ---- -- --------------------------- ------------ - ------------------------ --- --- ---
•-----------••-- -•- -------•------•--------------•-•-------------- -----•--•--------•-•-••------ •--------•---------- ----------• ------ ..... -- ------- --------
--- ---------- --------- ----------------• - ------- -------• ---•----
....... ------ -•----- - ---- --------- -----•----•------------------ --------------------------------- ---- --------- •- - ---••-• ---------
- ------- ---- ----------•-- - --------- --------------- ----------------------- -- -- ----•----- -------------- ---------------------- ------------ - ---
--•-------- -------------------------•-------..............•--•---••--------• ----- -- ----------------------------------------- -- ----------- ----
4b (Code ) (Expenses $ _ including grants of $ ) (Revenue $ _ _
------°----------- -- ----------••--•------------ -------- ------------------------------------------ ---------• ------ ....... --
--------- ----------------------------------------•------------------- -- --------------- ----------- ------------- ---- -----------------------
--------------- _--------------------------- ----------- ------------- •------------------------------ •----•----- -----•-----•-•--•-•---------------------------- ----•
-- -•-----•-•---°--- -••----------•----•-•--- ---- --•-------------•--•-- --•--------------------•- ---------- _-------------- ---- ---- ....
------------- ---------------- -- ---- - --------- - --- --------------------- --------------- - ------ ---------------- -------------- - --- - --- -----------------
-.................... ------•---------• -------------------------•-----•-------•----- --------------- --- ................ .. ---------------- -•---•-----
4c (Code. _ (( Expenses $ _ including grants of S _ ) (Revenue $
-------- - -- ---------- ---------- - ----------- ------ - - ----- -- --- -- - ------------------------ - ---------------- - ----- - ----- ---- --- -------
. ............................................... ............. ----•-- -- -• -- ------• ------------------- ----------------- ---------------- ......... ..- . .....
-----......................................... --------•---°-- .................... -..................................... --°-.................. -.... .............
4d Other program services (Describe in Schedule 0)
(Expenses $ including grants of $ ) (Revenue $ }
4e Total program service expenses ► 4,056,129.PEV 12105117 PRO "orm 990 poi 7)
Fo•m 9tO 1-70!7',
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)' If "Yescomplete Schedule A .
2 Is the organization required to complete Schedule B. Schedule of Contributors (see instructions)3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
candidates for public office ^ If "Yes," complete Schedule C, Part 1
4 Section 501 (o)(3) organizations . Did the organizat.on engage in lobbying activities, or have a section 501(h)
election in effect during the tax year') If "Yes, " complete Schedule C. Part 11
5 Is the organization a sect,on 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,assessments, or similar amounts as defined in Revenue Procedure 98-191 If "Yes," complete Schedule C.Part III . . .
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donorshave the right to provide advice on the distribution or investment of amounts in such funds or accounts? It"Yes, " complete Schedule D. Part I . . . . .
7 Did the organrzation receive or hold a conservation easement, including easements to preserve open space,the environment, historic land areas, or historic structures'> If "Yes, "complete Schedule D, Part 1!
8 Did the organization maintain collections of works of art, histor,cal treasures, or other similar assets') If "Yes,"complete Schedule D, Part /11 . . .
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability. serve as acustodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repay, ordebt negotiation services? If "Yes," complete Schedule 0, Part IV , . , . , .
1() Did the organization, directly or through a related organization, hold assets in temporarily restrictedendowments, permanent endowments. or quasi-endowments? If "Yes," complete Schedule D, Part V
11 If the organization's answer to any of the following questions is "Yes " then complete Schedule D, Parts VI,VII, VIII, IX, or X as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes,"complete Schedule D, Part VI .
b Did the organization report an amount for investments-other securities In Part X, line 12 that is 50/o or moreof its total assets reported in Part X, fine 16') If "Yes," complete Schedule D, Part Vii
c Did the organization report an amount for investments-program related in Part X, fine 13 that is 5% or more
of its total assets reported in Part X. lute 16') if "Yes, complete Schedule D, Part VIII
of Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assetsreported in Part X, line 16" If "Yes," complete Schedule D. Part IX .
e Did the organizat an report an amount for other liabilities in Part X. line 25') If 'Yes, complete Schedule D, Part XIf Did the orgarozat on's separate or consolidated financial statements for the tax year include a footnote that add'esses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If 'Yes," complete Schedule D, Part X
12 a Did the organ zat,on obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XI! . .
b Was the organization included in consolidated, independent audited financial statements for the tax year? If"Yes,"and if the organization answered "No" to lire 12a, then completing Schedule D, Parts XI and XII is optional
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes," complete Schedule E14 a Did the organization maintain an office, employees. or agents outside of the United States?
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking,fundraising, business, investment, and program service activities outside the United States, or aggregateforeign investments valued at $100,000 or more) If "Yes," complete Schedule F, Parts I and IV
15 Did the organization report on Part IX, column (A) line 3, more than $5,000 of grants or other assistance to orfor any foreign organization? If 'Yes,' complete Schedule F, Parts Hand IV . . . .
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or otherassistance to or for foreign individuals? It 'Yes," complete Schedule F, Parts Ill and IV ,
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services onPart IX, column (A), tines 6 and 11e? If 'Yes, "complete Schedule G, Part ! (see instructions)
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions onPart VIII, lines 1c and 8a? If "Yes,"complete Schedule G, Part It . . . . .
19 Did the organization report more than S15,000 of gross income from gaming activities on Part Vill, line 9a?If "Yes, " complete Scnedule G, Pan Ill . ,
Yes No
1 x
2 X
3 X
4 X
5 X
6 x
7 x
8 x
9 X10 X
11a ! I x
11b X
11c X
11ciX
11e
f1}
x
Lx
12a X
12b X13 X
14a X
14b X
15 X
16 X
17 x
18 x
191 I X
Form 990 (2017)
REV 12105!17 PRO
horrr 990 (20, 7) Page 4
Checklist of Required Schedules (continued)I Yes N.
20 a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H 20a Xb if "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b
21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization ordomestic government on Part IX, column (A), line 1 ? If "Yes," complete Schedule !, Parts ! and If 21 x
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals onPart IX column (A), line 29 If "Yes," complete Schedule I Parts l and!)! 22 x
23 D i d the organization answer "Yes" to Part VII, Section A, line 3 4, or 5 about compensation of theorganization's current and former officers, directors, trustees, key employees, and highest compensatedemployees? If "Yes," complete Schedule J 23 x
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than$100,000 as of the last day of the year, that was issued after Decembe' 31, 20027 It "Yes,"answver lines 24bthrough 24d and complete Schedule K If "No,' go to line 25a 24a x
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24bc Did the organization maintain an escrow account other than a refunding escrow at any time during the year
_
to dofease any tax-exempt bonds? 24c,
d Did the organization act as an "on behalf or Issuer for bonds outstanding at any time during the year? 24d'25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit
transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a I xb Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior '
year, and tnat the transaction has not been reported on any of the organization's pnor Forms 990 or 990-FZ7
If "Yes," complete Schedule L, Part t . . 25b
26 Did the organization report any amount on Part X, line 5 6, or 22 for receivables frcm or payabfes to anycurrent or former officers, directors, trustees, key employees, highest compensated employees, ordisqualified persons? If "Yes," complete Schedule L, Part 11 26 x
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee,substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlledentity or family member of any of these persons? If "Yes, " complete Schedule L. Part 1!1 , . 27 x
28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, +`-' • '"Part IV instructions for applicable filing thresholds, conditions. and exceptions).
a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . 28a Xb A family member of a current or former officer, director, trustee, or key employee' If "Yes," complete
Schedule L. Part IV , 28b x
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 28c x
29 Did the organization receive more than $25,000 In non-cash contributions" If "Yes," complete Schedule M 29 x30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If "Yes." complete Schedule M . . 30 x31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes." complete Schedule N.
Part ! 3132 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets" If "Yes."
complete Schedule N, Part 11 • • 32 x33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3? If "Yes,"complete Schedule R, Part 1 3 x
34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part 11, 111,or fV, and Part V, fine 1 34 x
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a xb If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a
1 3 ? f " '2(bX1 )controlled entity within the meaning of section 5 I Yes, complete Schedule R, Para V, line 2 35b X36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
related organization? ff "Yes," complete Schedule R, Part V, line 2 36 x37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes, "complete Schedule R,Part V/ 37 x
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 1 lb and19? Note. All Form 990 filers are required to complete Schedule 0 38
For, 990 (7017)
REV 12/OSM 7 PPo
Fo,m 990 (2017) Page 5
Statements Regarding Other IRS Filings and Tax ComplianceCheck if Schedule 0 contains a response or note to any line ;n this Part V q
Yes No
la Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable la
tb Enter the number of Forms W-2G included in line 1 a Enter -0- If not applicable 1 b pc Did the organization comply with backup withholding rules for reportable payments to vendors and
reportable gaming (gambling) winnings to prize winners'? is2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
Statements, filed for the calendar year ending with or within the year covered by this return t 2a Lb If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b
Note . If the sum of lines t a and 2a is greater than 250, you may be required to a-file (see instructions)3a Did the organization have unrelated business gross income of $1,000 or more durmg the year? 3a xb If `Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule 0 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authorityover, a financial account in a foreign country (such as a bank account, securities account, or other financialaccount)? . . 4a x
b If "Yes," enter the name of the foreign country ► SP =
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts -.(FBAR) .-
^"5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year'? 5a xb Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b xc If "Yes" to line 5a or 5b, did the organization file Form 8886-T' . . . . . . . . . . . . Sc
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did theorganization solicit any contributions that were not tax deductible as chantable contributions? . 6a
b if "Yes," did the organization include with every solicitation an express statement that such contributions orgifts were not tax deductible? 6b
7 Organizations that may receive deductible contributions under section 170(c),a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods t
and services provided to the pavor? 7a i xb If "Yes," did the organization notify the donor of the value of the goods or services provided? 7b
_
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it wasrequired to file Form 8282? . . . . 7c x
d If "Yes," indicate the number of Forms 8282 tiled during the year 7de Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e xf Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . 7f xg It the organization received a contribution of qualified intellectual property, did the organization fle Form 8699 as required) 7 xh If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C" 7h x
8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the , ^ `•;,'!- ', I,"sponsoring organization have excess business holdings at any time during the year? 8 X
9 Sponsoring organizations maintaining donor advised funds -a Did the sponsoring organization make any taxable distributions under section 4966? . . . . 9a xb Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . 9b x
10 Section 501(c)(7) organizations . Enter. "-•a Initiation fees and capital contributions included on Part VIII, line 12 1Dab Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facili ties 10b
11 Section 501(c)( 12) organizations . Entera Gross income from members or shareholders . . . . . 11ab Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them) 11 t +' ',12a Section 4947(a)(1) non-exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 10417 12a
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b "I -13 Section 501(c)(29) qualified nonprofit health insurance issuers.
, ,
a Is the organization licensed to Issue qualified health plans in more than one state? . . 13aNote See the instructions for additional information the organization must report on Schedule 0
b Enter the amount of reserves the organization is required to maintain by the states in which
ythe organization is licensed to issue qualified health plans 13b 1 ,c Enter the amount of reserves on hand . . . 1 1 3cl N ,= y
14a Did the organization receive any payments for indoor tanning services during the tax year? . . . 14a xb If "'Yes." has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O . 14b
REV 1215117 PFD Form 990(201 7)
Form S90 12017) Page 6
Governance , Management , and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No"response to fine 8a, 8b, or 10b below, describe the circumstances , processes , or changes in Schedule 0 See instructionsCheck if Schedule 0 contains a response or note to any line in this Part VI q
Section A. Governing Body and ManagementYes No
la Enter the number of voting members of the governing body at the end of the tax year. to 3If there are material differences in vot ing rights among members of the governing body or 1i f the governing body delegated broad authonty to an executive committee or similarcommittee , explain in Schedule 0
b Enter the number of voting members included in line la, above, who are independent tb2 Did any officer , director, trustee , or key employee have a family relat i onsh i p or a bus i ness relationsh ip with r •t .. `,
any other officer , director, trustee, or key employee? 2 x3 Did the organization delegate control over management duties customarily performed by or under the d i rect
supervision of officers , directors , or trustees, or key employees to a management company or other person? 3 x4 Did the organization make any sigmf cart changes to its governing documents since the poor Form 990 was filed? 4 x5 Did the organ izat ion become aware during the year of a significant diversion of the organization ' s assets? 5 x6 Did the organization have members or stockholders ? . 6 x7a Did the organization have members , stockholders , or other persons who had the power to elect or appoint
one or more members of the governing body ; 7a xb Are any governance decisions of the organization reserved to (or subject to approval by) members,
stockholders , or persons other than the governing body 7b8 Di d the organization contemporaneously document the meetings held or wr,tten actions undertaken during
the year by the following
a The governing body? . . . 8a
b Each committee with authority to act on behalf of the governing body? 8b x9 Is there any officer, director , trustee. or key employee listed in Part VII , Section A, who cannot oe reached at r
the organization ' s mailing address? If "Yes," provide the names and addresses in Schedule 0 9 x
Section B . Policies (This Section 8 requests information about policies not required by the internal Revenue Code)Yes No
10a Did the organization have local chapters . oranches, or affiliates? . . . . . 10a xb If "Yes," did the organization have written policies and procedures govern ing the activ i ti es of such chapters,
affil iates , and branches to ensure the i r operations are consistent with the organization ' s exempt purposes? 10b11 a Has the organization prov ided a complete copy of this Form 990 to all members of its governing body before filing the form's 11 a x
b Describe in Schedule 0 the process , if any, used by the organization to review this Form 990 rs ,12a Did the organ ization have a written conflict of interest policy? If "No, " go to line 13 , . 12a x
b Were officers , directors , or trustees , and key employees required to disclose annually interests that could one r i se to conflicts9 12b xc Did the organization regularly and consistently monitor and enforce compliance with the policy'' If "Yes,"
describe in Schedule 0 how this was done . . . . . 12c 1 x13 Did the organization have a written whistlebtower policy? . . . 13 x14 Did the organization have a written document retention and dest•uction policy ? . . 14 x15 D id the process for determining compensation of the following persons include a review and approval by
independent persons, comparability data , and contemporaneous substantiation of the deliberation and decision?
a The organizat ion's CEO, Executive D irector , or top management official . 15a xb Other officers or key employees of the organization . . . . . . . . . 15b, X
If "Yes " to line 15a or 15b, describe the process in Schedule 0 (see instructions) °16a Di d the organization invest in, contribute assets to, or participate In a jo i nt venture or s im i lar arrangement
with a taxable ent i ty during the year" . . . . 16a xb If "Yes ," did the organization follow a written policy or procedure requiring the organization to evaluate its
in joint venture arrangements under applicable federal tax law , and take steps to safeguard theparticipationexempt status with respect to such arrangements? 16b
iection C. Disclosure17 List the states with which a copy of this Form 990 is required to be filed ►18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990 and 990-T (Section 501(c)3)s only)
available for public inspection. Indicate how you made these available Check all that apply
q Own website q Another's website q Upon request q Other (explain in Schedule 0)19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and
financial statements available to the public during the tax year
20 State the name, address, and telephone number of the person who possesses the organization's books and records-THE ORGANIZATION, 50 LAKESHORE DR., EASTCHESTER, NY 10709-5210 (202)361-2606
REV 1210-5/17 =a0 Fcrm 990 F017)
F:wr . Sao (201 r) Pace 7
LEM Compensation of Officers , Directors , Trustees , Key Employees , Highest Compensated Employees, andIndependent Contractors
Check if Schedule 0 contains a response or note to any line in this Part VII QSection A. officers , Directors , Trustees , Key Employees , and Highest Compensated Employeesla Complete this table for all persons required to be listed. Report compensation for tre calendar year ending with or witnin theorganization's tax year
• List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount ofcompensator. Enter -0- in columns (D), (E), and (F) if no compensation was paid
• List all of the organizati on's current key employees, if any See instructions for dettn.tlon of "key employee "• List the organization' s five current highest compensated employees (other than an oYcer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from theorganization and any related organizations
• List all of the organization' s former officers, key employees, and highest compensated employees who received more than$100,000 of reportable compensation from the organization and any related organizations
• List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of theorganization, more than $10,000 of reportable compensation from the organization and any re!ated organizations
List persons in the (allowing order. individual trustees or directors, institutional trustees, officers, key employees, highestcompensated employees and former such persons
Check this b ox if neither the organization nor any related organization compensated any current officer, director, or trustee
COs tior
IE)(do not check mote than oneName and Tree Average box, unless person 4s both an Reportable Reporta: le Estimated
hours per officer and a Crectovtrustee ( compensaWn ccmpensaton Iron' amount ofeek Vim an
hours ns 1 1 ,^ I9,y ofromthe
relatedorganzat'ons
otherrompesatwr
neqa ercl 0 0 fa o ff Gr9a izatlcq (W-2(10994 e,tiSC; from cry-organization R E
Q -s I D (W-2/1099-tit1SC) orga^ rzat^cn
below dottedfinal
a
$and relatedcrpn¢auctn
-(1^JUAN VERDE j 40 _00---
PRESIDENTE 120,OOC. 0.
(2) JORGE BROW??.--- ---- "--- •-- 40.00
VZCE PRESIDENTE X 61 ,204. 0. 0.
f4} -- --°---- I f
.. .............
0-)--- ------------------- --- ------
- ---- ------------------- ---- --------- ---- ------------
--(8t---------•----- - - - ----- - -- - -------- -- --------- ---..-- ..-..
.M)......... •. --• -- --- --- ----------•-------------------- ........^-
(A .. .... ... ...... ... ..... .. 1 --(11j-------- .....-- ----
512---- -- ------- ------------------------- -•---- .....
(13)
l14^--- -- ----- ------- - ----------------- --------------- -- - -- ----
REV :2a 17 PRO Form 990 (2017)
Fnrm 9 90 1111 71 page 8
• n I Snrtrnn A rore rLrnrtnre Tn,etens Knv Fmnlnvoec and 1lrnhect Cm-inaafrxl Fmnlnvaoc Lrnntrnnorll
(A) (B) Posroon ( D) if7 (Fl(do not check move than ore
Na-re and tive Average be,,unlesa person is baln an Reportable Peponahl e Estimatedhours per officer and a eTector2r'Ja'ee) Compensation ce-npensalen from arrown of
we--K ( 1,51 any y J O F =
3
from related oche'hours for
l d
n x ,^, o the o'3a •tcationsl)
Compensationre ate organization -M 5C)M 2/1091 from We
crgarrzatio°
a ^ a l^v 2•tp:9 MISCI crgon,zatlon
belmv jotted _ ,b^ s and rebatedfine) 51 organizat n'ts
X77)---•---- .................. -......... -...............
----------• --------- ------------ -----•---------T-------- -
- --- -------- - -- - -------- --
1 ^-- I - - --(2 )-------•-•-- ----•-- - ----- --- - - -----------
......................................... ................. ......•-----
S2'^ ----•- - ----- ----- ---- -- -- -
lb Sub-total . . . . . . . . . . . . . 11- 201, 204. 0.1 0.
c Total from continuation sheets to Part VII , Section A . . . . ►d Total (add lines lb and 1c) ► 201, 204. 0. 0
Z Total number of individuals (including but not limited to those listed above) who received more than $100,000 ofreportable compensation from the organization ► 1
Yea No3 Did the organization list arty former officer, director, or trustee, key employee, or highest compensated °'a'
employee on line 1a') If "Yes,-complete Schedule J for such individual - 3 x
4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from theorganization and related organizations greater than $150.000? If "Yes." complete Schedule J for suchindividual . . . 4 x
5 Did any person listed on line la receive or accrue compensation from any unrelated organization or individualfor services rendered to the organization? If "Yes.' complete Schedule J for such person 5 x
Section B. Independent Contractors
I Complete this table for your five highest compensated independent contractors that received more than $100,000 ofcompensation from the organization Report compensation for the calendar year ending with or within the organization's taxyear
(A)Name and bus ness address
(B)Description of services
(C)
Corrpenseuon
2 Total number of independent contractors (including but not limited to those listed above) whoreceived more than $100,000 of compensation from the organization ►
Hcv t zrc=n % Pso Form WU (2011)
Form 990 S'017) gage 9
Statement of RevenueCheck if Sc hedule 0 contains a response or note to any line to this Pa rt VIII
L '(A) (B) (U) (0)
_ ' ''
Total revenue Related or Unrelat=d Revenue` _ .-* ._ - •
nezemp+ al-caress anuuced trom ta.Y * _
R . a••
functlor(
revarue under sectionsd " I nd',enL,e 512-,,4
1a Federate0 campaigns is x w _ :q "a'(b Membership dues 1b
e c Fundraising events 1c
YL `m d Related organizations td = ,E e Government grarts (contncutior, s) 1e
g 1 All other contrib lions , gifts gransa s and sim i lar amounts not included above 1 f 3, 623, 4 0 7
c m g Norcash contributions included in tires to-1f
v m In Total . Add lines Ia-tf ► 3,623,407.'Business Code , • - . , ,
2a
db
-•-- -------- --------------------- ----
dE e
f All other program service revenue_
g Total . Add lines 2a-2f ► l'•' ' °-n3 Investment income (includ i ng dividends, interest,
and other similar amounts) ►
4 Income from investment of tax-exempt bond proceeds ►5 Royalties ►
(i) Reai^-( I) Panora! - - o
6a Gross rentsb Less. rental expenses
F^ r 2 ^' 'rr ryc Rental income or (loss) L- ,-
4
°JF,s . T , . , * L
d Net rental income or loss) ►7a Gross amount from sales of f) recur tea
assets other tar, mvorory
M Omer %r 'y r1 }` r
b Less cost or otter bassand sales expenses
,F '`c Gain or (loss) -^^„^. , 3
, r .1' a' _ , r, _rd Net gain or (loss) ►
r8a Gross income from fundraising 'events (not ncludirg
vof contributions reported on Ime 1 c) - ^ _
,; '^1 z 1 a yam'`
See Part N, line 18
p b Less direct expenses b ; 'L 'rr
^,°Y' .• a id ?c Net income or (loss) from fundraising events ► , 3 - • -
9a Gross income from gaming activities -,r
See Part IV , line 19
b L iess: d rect expenses b ._c Net income or (loss) from gaming activ ities ►
10a Gross sales of inventory , less - 1-returns and allowances a s-' ^'r 't ^• , ' ~ > A ''. -'µ^
D Less cost of goods soldc Net income or (loss) from sales of inventory . ►
Miscel ;aneous Revenue Business Code
11a
b
cd All other revenue 0 . 0. 0 . 0 .
e Total . Add lines 11a-1 td . . ► 0. •s''ti
12 Total revenue . See instructions . ► 3 , 623,407. 0 . 0 . 0.REV 12/i 17 PRO Form 990 (2017)
'crm 990 (2017 ) Page 10
Statement of Functional Expenses ________
Section 501(c)(31 and 501(c)(4) organizations must complete all columns All other organiza tions mus t complete column (A).Check If Schedule 0 contains a response or note to any line in this Part IX f't
Do not include amounts reported on lines lib, 7b,
ab, 9b, and fob of Part VIII,
(A)Total expenses
_
(e)Program service
expenses
ic)Managemant andgeneral expenses
(o)Fun •ha-sangexpenses
1 Grants and cther assistance to domestic crgaazatI0ns
and domestic governments See Part IV lire 21 t 1
2 Grants and other assistance to domestic
individuals . See Part IV, line 22 - - V3 Grants and other assistance to foreign
organizations , foreign governments, and foreignIndividuals See Part IV, lines 15 and 16 . -
it_y rv
'-k ''
4 Benefits paid to or for members e ° °; . ^'a n- i i •i5 Compensal on of current officers, directors.
trustees, and key employees
6 Compensation not included above, to oisqua6Leo
persons (as defined under section 4958 ( 1)(1)) and
persons described in section 4958 ( c)(3)(B)
7 Other salaries and wages
8 Pens,on plan accruals and contributions ( Includesection 401(k) and 403 (b) emotover contributions)
9 Other employee benefits10 Payroll taxes . . , . . . . . .
11 Fees for services (non-employees)
a Management 2,78 9 ,419. 2 ,; 89,419b Legal - . , . . . . 4,832 4,832. 0
c Accounting 28,342- 28 , 342. 0.
_
0
d Lobbyinge Professional fundraising services See Part IV, line 17f Investment management feesg Otner (If Ire 11g amount exceeds 10% of fine 25 . column
(A) ama,nt, list Line 11 g exper; ses or. Sctmdlle 0) 629, 773. 829,772 - 0. C.
12 Advertising and promotion13 Office expenses - 6,762. 8 , 762, 0. 0.
14 Information technology , . . . ,
15 Royalties
16 Occupancy . ,
17 Travel , , - - , , - 390,870 39 0 , 870.1 0. 0.18 Payments of travel or entertainment expenses
for any federal, state , or local public officta ; s
19 Conferences , conventions , and meetings
20 Interest , . 184. 184 . 0 0 .21 Payments to affiliates22 Depreciat ion, depletion , and amort ization23 Insurance -
24 Other expenses Itemize expenses not coveredabove (List miscellaneous expenses in line 24e If
fine 24e amount exceeds 1004 of line 25, column(A) amount , list line 24e expenses on Schedule 0)
^- ^•^'° _ ^ y z ^ " ^r^Zt4r ,,, .• - -' i o,'; ^, ^•; - - --
a BANK CHARGES-------------- --------------•-----•--__-- -•-- -..--2 , 164. 2,164. 0. 0.
b- - - -
------- ----•--------- ------•
c
--- - ------------ - ----- ---------------- - --------- - --d
e All other expenses 1,783. 1 , 763 0 025 Total functional expertses , Add tires 1 through 24e 4, 056,1 29. 4,056,129 0. 0.26 Joint costs . Complete this line only 4 the
organization reported in column (B) joint costsfrom a combined educational campaign andfundrai'smg solicitation Check here t. q iffollowing SOP 98-2 (ASC 958.720)
REV I)IG5117 PRO Form U (2017)
Fom 990 (_J 171, Page 1 1
joa^ Balance Sheet
Check if Schedule 0 contains a response or note to any line in this Part X
Beq.nnmq of yea- End of year
1 Cash-non - interest-beanng 71, E3 3. 1 697,8612 Savings and temporary cash investments 23 Pledges and grants receivable , net - 34 Accounts receivabie , net 4 570, 653.5 Loans and other receivables from current and former officers, directors,
^trustees, key employees , and highest compensated employees ^ • ;^'^Complete Part II of Schedule L
6 Loans and other receivacles from other disqualified persons (es defined under section4958 (f)(1)), persons described in sect ion e958 ,c)(3)(8), and contributing employers and
^sponsoring organizations of section 501 (c)(9) voluntary employees beneficiary ` `" ;" •'~organizations (see instructions ) Complete Pao, II of Schedule L
_'6
q 7 Notes and loans receivable , net . 7< }. 8 Inventories for sale or use
9 Prepaid expenses and deferred charges . 910a Land , buildings, and equipment: cost or
;other basis Complete Part VI of Schedule D 1_Oa *'b Less- accumulated depreciation - 10b 10c
11 Investments -publicly traded secur i ties - 1112 Investments - other securities . See Part IV , l i ne 11 - . 1213 Investments - program-related See Part IV, line 11 1314 Intang ible assets 1415 Other assets See Part IV, line 11 . . . 15
f 16 Total assets. Add lines 1 throu g h 15 (must equal line 34) 71 , 683 16__1 , 268, 514 .
17 Accounts payable and accrued expenses . . - 17 1,550 , 343.18 Grants payable 1819 Deferred revenue - . . . . , 1920 Tax-exempt bond liabilities . 20
21 Escrow or custodial account liability Complete Part IV of Schedule D 2122 Loans and other payables to current and former officers, directors, t'
trustees, key employees , highest compensated employees, anddisqualified persons. Complete Part II of Schedule L 22
23 Secured mortgages and notes payable to unrelated third parties 2324 Unsecured notes and loans payable to unrelated third parties 2425 Other liabilities (ncluding federal income tax, payables to related third
_
parties , and other liabilities not included on lines 17-24) Complete Part X
of Schedule D - - 578 2526 Total liabilities . Add lines 17 throu g h 25 575 26 1, 550, 343
Organizations that follow SFAS 117 (ASC 958), check here b. andai complete lines 27 through 29, and lines 33 and 34 . -'' r4 '.z t
27 Unrestricted net assets . , . 27m 28 Temporarily restricted net assets . . , 28
29 Permanently restr i cted net assets . . . . . . 29Z Organizations that do not follow SFAS 117 (ASC 958), check here ► OX and i
complete lines 30 through 34.f
M 30 Capital stock or trust principal , or current funds 30y 31 Pai d-in or cap i tal surplus, or land , building or equipment fund 31< 32 Retained earnings, endowment, accumulated income , or other funds 71,1C5. 32 -281,829.°7Z 33 Total net assets or fund balances - - _ 73 , 105. 33 I - 281, 829
34 Total liabilit i es and net assets/fund balances . . 7_,663. 34 1,268.514.
Fcrm 990 (2017)
REV 17JC5117 PRO
Form 950 %2017) Page 12
Reconciliation of Net Assets
_ Check if Schedule 0 contains a reponse or note tc any line in this Part XI1 Total revenue (must equal Part Vlll, column (A) line 12) - 1 3, 62 3, 4 0"72 Total expenses (must equal Fart IX , column (A), line 25 )
_2 -6. 12°
3 Revenue less expenses . Subtract line 2 from line 1 . . I 3 I -432, 722.4 Net assets or fund balances at beginn ing of year (must equal Part X. line 33, column (A)) • , 44 71 , 10 `; .5 Net u nrealized gains (losses) investments6 Donated services and u se of
fataalrt,es 6
7 Investment expenses - - 78 Prior period adjustments a9 Other changes in net assets or fund oatances (explain in Schedule O) 9
10 Net assets or fund balances at end of year . Combine lines 3 through 9 (must equal Part X, line33, column (B)) 10 X361, 617
Financial Statements and ReportingCheck if Schedule 0 contains a response or note to any fine in this Part XII
Yes No
1 Accounting method used to prepare the Form 990 0 Cash ) Accrual iD OtherIf the organization changed its method of accounting from a prior year or checked "Other " explain in 4 `+Schedule 0
2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a i XIf "Yes," check a box below to indicate whether the financial statements for the year were compiled or zreviewed on a separate basis, consolidated basis, or both
q Separate basis q Consolidated basis 0 Both consolidated and separate basis r x = yb Were the organization's financial statements audited by an independent accountant? 2b x
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a M"-separate basis, consolidated basis, or both
q Separate sass U Consolidated basis q Both consolidated and separate basis
c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for overs,ghtof the audit, review, or compilation of its financial statements and selection of an independent accountant) 2c XIf the organization changed either its oversight process or selection process during the tax year, explain in
^
Schedule 0-K
A
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth inthe Single Audit Act and OMB Circular A-133? . . . . . 3a x
b If "Yes," did the organization undergo the required audit or audits? If the organization dLd not undergo therequired audit or audits. explain why in Schedule 0 and describe any steps taken to undergo such audits. 3b
Form 990 ;2017)
REV 12r5117 F*^
oMi3 NO t 545-0041SCHEDULE A Public Charity Status and Public Support(Form 990 or 990-EZ) 215) +^ '^
Complete If the organization is a section 501(cl l ) organization, or a sect ion 4947 (a)ft) nonexempt chartable tryst
Orca^me.v of the f'ensuy ► Attach to Form 990 or Form 990 - E1. aIrne na! Revenue Se, 140 ► Go to www.vsgov1Form990 for instruct ions and the latest information
Name of the organization Employer,dontrfioation number
ADVANCE LEAJEFSHIP FOUNDA=IOt,; INC 46-5052337
Reason for Public Charity Status (All organizat i ons must complete this part.) See i nstruction s _ _The organizat ion is not a private foundation because it Is (For lines 1 through 12, check only one box )
1 q A church , convention of churches , or association of churches descr,bed i n section 170(b)(1)(A)(i)2 q A school described in section 170 (b)(1)(A)(u). (Attach Schedule E (Form 990 or 990-EZ))3 U A hospital or a cooperat i ve hospital serv ice organization described in section 170 (b)(1)(A)(ii).4 q A medical research organ i zation operated in conjunction with a hospital descr i bed in section 170( b)(1)(A)(iii) Enter the
hospital's name , city, and state- - - ----- - -- ------ -- - ° ----- ----5 q An organ ization operated for the benef i t of a college or university owned or operated by a governmental unit described ri
section 170 (b)(1)(A)(v ). (Complete Part II.)
6 q A federal, state, or local government or govemmental unit described in section 170(b)(1)(A)(v).7 [ An organization that normally receives a substantial part of i ts support from a governmental unit or from the general public
described in section 170(b)(1)(A)(vi). (Complete Part II )
B q A community trust described in section 170(b)(1)(A)(vi ) (Complete Part 11 )9 M An agricultural research organization described in section 170 (b)(1)(A)(ix ) operated in conjunction w i th a land-grant college
or univers i ty or a non -l and-grant college of agriculture (see instructions ) Enter the name, c i ty. and state of the college oruniversity
----10 An organ,zatwn that normally receives. (1) more than 33'n% 01 its support from contnouttons, membersh,pi`ees, and grossreceipts from
act",ines rela•ed to its exempt functions-subject to certain exceptions, and (2) no more than 33'o% of itssupport
from gross investment income and unrelated business taxable income (less section 511 tax) from businessesacquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11 q An organ ization organized and operated exclusively to test for publ i c safety. See section 509(a)(4).12 q An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes
of one or more publicly supported organizations described in section 509(a)(1) or section 509 (a)(2). See section 509(a)(3).Check the box in lines 12a through 12d that describes tie type of supporting organization and complete lines 12e, 12f, and 12g
a q Type I A supporting organization operated , supervised , or controlled by its supported organizat i on(s), typ i cally by givingthe supported organization ( s) the power to regularly appoint or elect a majority of the directors or trustees of thesupport ing organization You must complete Part IV, Sections A and B.
b q Type II . A support ing organization supervised or controlled in connection with its supported organizat i on(s), by havingcontrol or management of the supporting organization vested in the same persons that control or manage the supportedorganrzation (s) You must complete Part IV, Sections A and C.
c q Type III functionally integrated . A supporting organ ization operated in connect i on vv th, and functionally integrated withits supported organization (s) (see instructions ) You must complete Part IV, Sections A, D, and E.
d q Type III non-functionally integrated . A supporting organization operated in connection with its supported organization(s)that is not functionally integrated The organization genera l ly must satisfy a distr i bution requirement and an attentivenessrequirement (see instructions) You must complete Part IV, Sections A and D, and Part V.
e q Check this box if the organization received a written determination from the IRS that it is a Type 1, Type II, Type IIIfunctionally integrated , or Type III non-functionally integrated supporting organization
f Enter the number of supported organ izations E^g Provide the following information about the supported organization(s)
() Name of supported organva .bn (5) Ell (n) Type of organlzation
(desaieed on bras 1 -10above (see o,structionsl)
M) Is t'e organaauo^
1alec d1 ,CST 9CVe i n^
document?
(v) Amount or mcretaryI s,ippcrt (see
Instructions;
(v) Amount of
other support (seesswct:ons)
Yes No
(A)
(E)
Total 1"'
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990 - EZ, BAA Schedule A (Form 990 or 990- EZ) 2017REV 1r /rln7 PRO
A (Ferri 990 of 9t O' Zt 2117 Page 2
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify underPart 111. If the organization fails to qualify under the tests listed below, please complete Part 111.)
Calendar year (or fiscal year beginning in) ► ta) 2013 (b) 201 c) 2015 (d) 2016 i ( e) 2017 (f) Total1 Gifts grants , contrbutlons. and
4(
membership fees received . (Dc notinclude any " unusual grant5 ") 3, 3:8,453 789,210 1 , C98,866 3,623 ,407 18,839,938
2 Tax revenues levied for theorganization's benefit and either paidto or expended on Its behalf
3 The value of services or facilitiesfurnished by a acvemmenta ( uni
tttoto th e
organization without charge
4 Total Addlnesltnrough3 3,328,453 789 , 210. 1,099,5 68. 3,623,4 7.6 , 839,938.
5 The portion of total contributions byV ,r r 3each person (other than a ` ' -? ' ' s -
governmental unit or publicly s < «` y ,supported organization ) included on
' Aline 1 that exceeds 29" of the amount ^(' r ,a _ r t ^rK y4'; _ yu: EA
shown on l i ne 1', column (f)
6 Public supp ort. Subtract line 5 from tine 4Section B . Total SupportCalendar year (or fiscal year beginning in) ►
7 Amounts from tine 4 .
8 Gross income from interest, dividends.payments received on securities loans,rents, royalties, and income fromsimilar 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
(a) 2013 (b) 2014 (0)2015 d) 2016 a 2017 1) Total3,3 28 45 3. 789,210. 1,092,868 3,623,407. 8,635,938
i
1 `
^_
s
-
6 839,939.12 Gross receipts from related activities, etc (see instructions) . 1213 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth taA year as a section 501(c)(3)
organization, check this box and stop here . . . . ► n
14 Public support percentage for 2017 (line 6, column (t) divided by line 11. column (f)) 1415 Public support percentage from 2016 Schedule A. Part II, line 14 15 %16a 33 ' rj% support test-2017 . If the organization did not check the box on line 13, and line 14 is 33'rj% or more, check this
box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . ► F-'
b 33'n% support test-2016. If the organization did not check a box on line 13 or 16a, and tine 15 is 33'r,,Vo or more, checkthis box and stop here. The organization qualifies as a publicly supported organization . . . . . ► q
17a 10%-facts -and-circumstances test-2017 . If the organization did not check a box on line 13. 16a, or 16b, and line 14 is10% or more, and if the organization meets the `facts-and-circumstances" test, check this box and stop here . Explain inPart VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supportedorganization . . . . . . . . . . . . . . . ►
b 10%-facts -and-circumstances test-2016. It the organization did not check a box on line 13, 16a. 16b, or 17a, and line15 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here.Explain in Part VI how the organization meets the "facts-and-circumstances" test The organization qualifies as a publiclysupported organization ► q
18 Private foundation . If the organization did not check a box on line 13, 16a , 16b, 17a, o- 170, check this box and seeinstructions . . . . . . . . . . . . . . . . . . ► q
Schedule A (Form 990 or 990-U) 2017
REV 11113117 FRO
Sehed^te A -r,'rr 9a^ or 590-t'') 2C t 7 ^/ / Page 3
jj^ Support Schedule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualt under Part IIIf the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Suooort
Calendar year (or fiscal year beginning in)'. (a ) 2013 (b 2014 c) 2015 d) 2016 e) 2017 (f) TotalV1 Gifts, grants, contnlrit cns, and memoershlp fees
received po ret include any'unl,sual grants'}-
/
-2 Gross receipts from admissions. merchandisesold or services performed, or facilities
^ - / + - - -
furnished in any actr+lb/ ti-at is relateddtoto thee
organization's tax-exempt purpose3 Gross receipts from activities that are not an
unrelated trade or bcsmess under section 513
4 Tax revenues levied for theorganization's benefit and either paid toor expended on its behalf
5 The value of services or facilities Tfurnished by a governmental unit to the
/ j
organization without charge . . _6 Total. Add lines 1 through 5 . . .7a Amounts included on lines 1, 2, and 3
received from disqualified persons
b recounts included lines 2 and 3rece,ved from otherr than disqualifiedpersons that exceed the greater of $5,000or 1 % of the amount of line 13 for the year
c Add lines 7a and 7b / /f8 Public support. (Subtract I ne 7c from
line 6
tiection is. t oralSupportCalendar year (or fiscal year beginning in) i
9 Amounts from line 6 .
10a Gross income frcm interest, dividends.payments received on secunties loans, rents,royalties, and income from similar sources
b Unrelated business taxable income Qesssection 511 taxes) from businessesacquired after June 30, 1975
c Add lines 10a and 10b
11 Net income from unrelated businessactivities not included in line lob, whetheror not the business is regularly canned on
12 Other income. Do not include gainloss from the sale of capital asses(Explain in Part VI) /
13 Total support. (Add lines 9, 10c, 11,
and12)0!/
(a 2013 b 2014 c) 2015 (d) 2016 a i617:::[: (Q -_
n i
14 First five years . If the Form 99 is for the organization 's first , second , third, fourth or fifth tax year as a section 501(c)(3)organization , check this box an4 stop here /I. ► [^
Section C. Computation of Pubyc Support Percentage
15 Public support percentage fof 2017 (line 8, col6mn (f) divided by line 13, column ( f)) . . 15 ; %
16 Publ ic support percentage from 2016 Schedule A, Part III, line 15 . 1 16 %Section D. Computation of Ir)vestment Income Percentage
17 Investment income perce tage for 2017 Qme/10c, column (f) divided by line 13, column ( f)) 17 I ;'o18 Investment income percltage from 2016 Schedule A Part III , line 17 (18 9b19a 331u% support tests17 . It the organization did not check the box on line 14. and line 15 is more than 331+3%, and fine
17 rs not more than 33' 9'°, check this box and stop here . The organization qualifies as a publicly supported organization
b 331N% support tes^ts/ 2016. If the organization did not check a box on line 14 or fine 19a, and line 16 is more than 331,3a6 andline 18 is not more tin 33'n%, check this box and stop here . The organzatren qualifies as a publicly supported organization P q
20 Private foundatro If the organization did not check a box on line 14 , 19a, or 19b, check this box and see instructions ► qREV 11/13117 PRO Schedule A (Form see or 990-EA 2017
SehedL!e n (rprm 940 er 99 EZ) 2U 17 Paga 4
Supporting Organizations(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections Aand B If you checked 12b of Part I , complete Sections A and C If you checked 12c of Part I. completeSections A, D, and E. If you checked 12d of Part 1, complete Sections A and D. and complete Part V)
Section A. All Supporting OrganizationsYesNo
t Are all of the organ izat i on's supported organizations listed by name in the organization ' s governing _ - - -documents'? If "No," describe in Part Vl how the supported organizations are designated If designated by . v'. •"class or purpose, describe the designation If h i storic and continuing relationship, explain t
2 Did the organizat i on have any supported organization that does not have an IRS determinat'on of status - =under section 509(a )( 1) or (2)? If " Yes," explain in Part Vf how the organization determined that the supportedorganization was described in section 509(aXi) or (2) 2
3a Did the organizat i on have a supported organization descr i bed in section 501 ( c)(4), (5). or (6)? If "Yes, "answer ,,(b) and (c) below ga
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and 'satisfied the public support ntests under section 509(a)(2) If "Yes," describe in Part V1 when and how theorganization made the determination 3b
c Did the Organ izat ion ensure that all support to such organizations was used exclus ively for sect ion 170 ( c)(2)(B)purposes ? If "Yes," explain in Part Vf what controls the organization put in place to ensure such use. 3c
4e Was any supported organization not organ ized in the United States (" foreign supported organization ")'? If , $i '--' -"Yes, " and if you checked 12a or 12b in Part 1, answer (b) and (c) below 4a
b Did the organ ization have ultimate control and discretion in dec i d i ng whether to make grants to the fore i gnsupported organ ¢abon7 If "Yes," describe in Part VI how the organization had such control and discretion
^s .+,;,^
despite being controlled or supervised by or in connect ion with its supported organizations 4b
c Did the organization support any foreign supported organization that does not have an IRS determinationunder sections 501 (c)( 3) and 509(a)(1) or (2)'" If "Yes, " explain in Part VI what controls the organization usedto ensure that all support to the foreign supported organization was used exclus i vely for section 170(c)(2)(B) ? U1 ,- ," ,purposes 4c
5a D i d the organization add, substitute, or remove any supported organizations during the tax year? If k _sanswer (b) and (c) below (rf applicable) Also, provide detail in Part Vl, including (r) the names and EIN `r;-, „p .numbers of the supported organizations added, substituted, or removed; (it) the reasons for each such action, ;i.(u) the authority under the organization 's organizing document authorizing such action, and (w) how the action
%b '2-was accomplished (such as by amendment to the organizing document) Sa `
b Type I or Type II only. Was any added or substituted supported organization part of a class alreadydesignated in the organization's organizing document? 5b
c Substitutions only Was the substitution the result of an event beyond the organization ' s control? Sc6 Did the organization provide support (whether In the form of grants or the provision of services or facilities) to
anyone other than ( i) its supported organizations , ( n) ind i viduals that are part of the charitable class benefited *• ^f „by one or more of its supported organizations , or (iii) other supporting organ izations that also support or r= r asbenefit one or more of the fil i ng organization's supported organizations ? If "Yes," provide detail in Part V/. 8
7 D id the organizat ion provide a grant . loan, compensation , or other sim-lar payment to a substant i al contributor(def ined in sect ion 4958 (c)(3)(C)), a family member of a substantial contributor , or a 35% controlled ent i ty withregard to a substantial contr i butor? If "Yes, " complete Part I of Schedule L (Form 990 or 990-EZ) 7
8 D'd the organization make a loan to a d i squalified person (as defined in section 4958) not described in line 7? -j,"II 'Yes," complete Part I of Schedule L (Form 990 or 990-EZ) 8
9a Was the organization controlled directly or indirectly at any time during the tax year by one or moredisqualified persons as defined in section 4946 (other than foundation managers and organizations described z,rin section 509 (a))1) or (2))" If "Yes, " provide detail in Part Vl. 9a
b Did one or more disqualified persons (as defined in l i ne 9a) hold a controlling interest in any entity in which 5 - 'L'the supporting organization had an Interest? If "Yes , " provide detail in Part Vl. 9b
c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefitfrom, assets in which the supporting organization also had an interest? It "Yes," provide detail in Part V1. gc
10a Was the organization subject to the excess business holdings rules of section 4943 because of section =4943( f) (regarding certain Type II supporting organ iz ations, and all Type III non-funct i onally integratedsupporting organizations ) ) If 'Yes, " answer 10b below. 10a
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to --,determine whether the organization had excess business holdings) tob
Schedule A (Form 990 or 990.EZ) 2017
REV 1'11?1!7 PRO
v3;ed ie A (Fo m 990 o• 990 OZ) 2017 Page 5
LiMPM Supporting Organization s (continued)
Yes No
11 Has the organization a--oepted a gift or contribution from any of the foliovnng persons'?
a A person who directly o• indirectly controls, either alone or together with persons described in (b) and (C)
below the governing body of a supported organization?
b A family member of a person oescnbed in (a) above'] 1l b _
e A 35315 controlled entity of a person described in (a) or (b) above" If "Yes ' to e, b, or c, proade delad in Part Vt. !11c
Section B. Type I Supporting Organizations
I Did the directors, trustees, or membership of one or more supported organizations have the power to --
regularly appoint or elect at least a majority of the organization's directors or trustees at all times during Inc
tax year? If "No," describe in Part Vt how the supported organization(s) effectively operated, superirsed, or
controlled the organization's activities If the organization had more than one supported organization,
describe how the powers to appoint and/or remove directors or trustees were allocated among the supported
organizations and what conditions or restrictions. if any, applied to such powers during the tax year.1
2 Did the organization operate for the benefit of any supported Organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization) If "Yes," explain in Part'Vi how providing such benefit tamed out the purposes of the supported organisation(s) that operated, 1`. ;. ^5
supervised, or controlled the supporting organization. 2
Yes No
I orsWere a majority of the organizat i on's directors or trustees during the tax year also a majority of the d i rect
or trustees of each of the organization's supported organization (s)? If "No," describe in Part VI how control Q
or management of the supporting organization was vested in the same persons that controlled or managed 'I -the supported organization(s) 1
Section D. All Type III Supporting OrganizationsYes'l-
No
1 Did the organization provide to each of its supported organizations , by the last day of the fifth month of the7
organizat i on's tax year, () a written notice describing the type and amount of support provided during the prior tax
year, (ii ) a copy of the Form 990 that was most recently filed as of the date of notification , and (iii) copies of the
organization 's governing documents in effect on the date of notification, to the extent not previously provided?
2 Were any of the organization's officers , directors, or trustees either O appointed or elected by the supported r-',-r `yq_{ • °•,•organization (s) or (u) serving on the governing body of a supported organization '] If "No," explain in Part VI how "'1' `
the organization maintained a close and continuous working relationship with the supported organization(s) 2
3 By reason of the relationship descr i bed in (2), did the organ ization's supported organ izat ions have a''
a. F.s investment policies and in directing the use of the organizaticn ssignificant voice in the organization • ,..^ .,r ,
income or assets at all times during the tax year" If "Yes," describe in Part Vt the role the organization 's
supported organizations played in this regard 3
Section E. Type III Functionally Integrated Supporting Organizations
1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions)
a q The organization satisfied the Activities Test Complete line 2 below
b q The organization is the parent of each of its supported organizations Complete line 3 below
o q The organization supported a governmental entity Describe in Part VI how you supported a government entity (see instructions)
2 Activities Test . Answer (a) and (b) below. Yes No
a D i d substantially all of the organization 's activities during the tax year directly further the exempt purposes of
the supported organization (s) to which the organizat ion was respons i ve? If "Yes," then in Part Vf identify
those supported organizations and explain how these activities directly furthered their exempt purposes,
how the organizat:on was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially all of its activit ies 2a
b Did the activities descr i bed in (a) constitute activities that, but for the organ ization's involvement , one or more
of the organizat i on 's supported organization (s) would have been engaged in? If "Yes, " explain in Part Vl the
reasons for the organization 's position that its supported organization (s) would have engaged in these
activities but for the organization 's involvement 21
3 Parent of Supported Organizations . Answer (a) and (b) below.
a Did the organ ization have the power to regularly appoint or elect a majority of the officers , directors , or
trustees of each of the supported organizations? Provide details in Part Vl. 3a
b Did the organization exercise a substantial degree of direction over the policies , programs , and activities of each - . '. . ^•
of its supported organizations? If "Yes, " describe in Part VI the role played by the organization in this regard 3b
REV 1iny1TFRO Schedule A(Form 990Or990-FZ)2017
ScrrxfuIe A (Forth 990 o- 9rLO-EZ) 2017 Page 6
NEW Type III Non-Functionally I nteg rated 509(a)(3) Supporting Organizations
1 q Check here it the organization satisfied the Integral Part Test as a qualifying trust on Nov 20. 1970 (explain in Part VI) Seeinstructions . All other Tvne III non-functionally mtearatert sunnnrtmn nroannahnnc must complete Sertinns A thrnunh F
Section A - Adjusted Net Income (A) Pncr Year (B) Current Year(option al)
1 Net short-term caoltal gain I2 Recoveries of prior-year d i stributions 23 Other gross income (see instructions) 34 Add lines 1 through 3 4 15 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production orcollection of gross income or for management , conservation, ormaintenance of property held for production of income (see instructions) 67 Other expenses (see instructions ) 7
_
8 Adjusted Net Income (subtract lines 5, 6• and 7 from line 4 ) _
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year(optional)
1 Aggregate fa.r market value of all non-exempt - use assets (seeInstructions for short tax year or assets held for part of year).
a Average monthly value of securities I1ab Average monthly cash balances 1 1 b
c Fair market value of other non - exempt-use assets
_-
1 c
d Total (add tines la, 1b, and Ic) id
e Discount cla i med for blockage or otherfactors (explain in deta i l in Part V
2 Acquisition indebtedness applicable to non-exempt -use assets 23 Subtract lin e 2 from line
4 Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount,see instructions)
3
45 Net value of non-exempt - use assets (subtract line 4 from line 3) 56 Multiply line 5 by .035 6
7 Recoveries of prior-year distributions - 7S Minimum Asset Amount (add line 7 to line 6) 8
Section C - Distributable Amount r-yyy Current Year
I Adjusted net income for prior year (from Section A, line 8, Column A}2 Enter 85% of line 1. 2 '
t3 Minimum asset amount for pnor year (from Section B, line 8 , Column A) 3 „' :=.K ?^`e `" ± F: • `.?4 Enter greater of line 2 or line 3 45 Income tax imposed in prior year
6 Distributable Amount Suotract line 5 from line 4. unless subject to
emergency temporary reduction (see instructions) 6
7 U Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (seeinstructions)
Schedule A (Form 990 or 990-EZ) 2017
PEV 1I/1J717 FRJ
Sct,eOule A {Farr 9•]0 or 990-El) 2017 Page 7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt pu rposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supoortedorganizations, in excess of income from act,v ty
3 Administrative expenses paid to accomplish exempt purposes of supported or an zatlons _4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (pr ior IRS approvai requlred)_6 Other distributions describe In Part VI). See instructions7 Tota l annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive(provide deta ils in Part VI) See Instructions
9 Distributable amount for 2017 from Section C, line 6
10 Line 8 amount c,v,deri by Imp 9 amm int
Section E - Distribution Allocations (see instructions)Excess Distributions
Ili)Underdustnbutions
Pre-2017
(fill
Distributable
Amount for 2017
1 Distributable amount for 2017 from Sect ion C, line 6
2 Underdlstnbutlons , it any, for years pri or to 2017(reasonable cause required -explain in Part VI) Seei nstructions
if'`.}" .; = ; .°'•
~3 Excess distribut ions carryover , if an y , to 2017 _ . ,"•yrLL r 4,°u.= %' _• ^`'" „i'-: a ^' •^_ :v
b From 2013 r =i
c From 2014
d From 2015e From 2016 t ;C = zwa t,:
f Total of lines 3a through eApplied to underdistnbutions of nor years F ? 7„ t i
h Applied to 2017 distributable amount ' .i Carryover from 2012 not applied (see instructions )j Remainder Subtract lines 3g , 3h. and 31 from 3f ,
4 Distributions for 2017 fromSection D, fine 7 •i,
a Applied to underd istributions of prior y earsb Applied to 2017 distributable amountc Remainder . Subtract lines 4a and 4b from 4. ^. „ •ti; A y ; a a
5 Remaining underdistrbut ons for years prior to 2017 , ifany Subtract lines 3g and 4a from line 2, For resultgreater than zero, explain in Part VI. See instruct ions.
, r r'"''- r ` ' T4't ,° : tr k `',
6 Remaining underdistri butions for 2017. Subtract lines 3hand 4b from line 1 For result greater than zero, explain inPart Vi . See Instructions
- ., `,',`_ fn•',f`F£ f 3 r
4 ~• `' ,x`;x^ : j . •_ :y ,
7 Excess distributions carryover to 2018 Add lines 31and 4c
v'. J. .1
8 Breakdown of line 7a Excess from 2013 c ;. _ 1 , F, c '4 ;r• a _ r^ ; «
Yb Excess from 2014 . '; '. : •y 2 _ -;4.:; '; t' a^r^ ;y7c Excess from 2015
d Excess from 2016 7" i
e Excess from 2017
Schedule A (Form 990 or 990-EZ) 2017
REV 11!,7/17?RO
ScneU•e A (Fora or 95o-EZ) 2C 17 Page 6
Supplemental Information . Provide the explanations required by Part Il, line 10, Part II, line 17a or 17b, PartIII, line 12, Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c, Part IV, SectionB, lines 1 and 2; Part IV, Section C, line 1, Part IV, Section D, lines 2 and 3, Part IV, Section E, lines 1c, 2a, 2b,3a, and 3b, Part V, line 1; Part V. Section 6, line 1e , Part V, Section D, lines 5, 6, and 8, and Part V, Section E.lines 2. 5, and 6 Also complete this part for any additional information (See instructions)
- ----•----•-•-••------- ------------- --• ------ ---••-- -- -- .-----• •--- ---- - -------. --- ..... 1- - - -- -- -•----- •-. -----
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----- ----------------------------•------------------- ............ -------....... ..-..------------ --- - - - -------- ------- -•-•----••------ --------•-••---•-•---------------
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----- --- - -- --• --- • •--- --•-------• -• ----- ------- --- ------------- --------------•---- -- - -----•--•------ - ---•- ---- . _- ----- - - --- -• ------------
--------------------- -- -- - -- -•--- - -------------- - •------------------ ---------------- •---................ -----•------•-•--- --- - •---.-.----------------.........
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.._ ..................... -•---- --- --------- - ------------- ---• -- ..- ............................................ -----•-•------•--- --- ------• --•-------- -• ---- ----
---------------------°--- ................. ---- ---•- ---- •-• .... -............ -................................... • --•----..-...--------------- --- ------- -•---•- -•---
REV 111.3117 PRO Schedule A (Farm 990 of 990- EZ) 2017
(Form990
SCHEDULE DSupplemental Financial Statements 01.1B r^o 1s4, oa+r
(Formb- Complete if the organization answered "Yes" on Form 490,
9017Q
Part IV, line 6,7,8,9,10,11a,1lb.11c,lid,1le,III, 12a,or12b.Oeoarmen of ne Tre-sury > Attach to Form 990. •Irterrat Revenue $emce ► Go to www irs.gov/Form990 for instructions and the latest information
Name of me organaabon
ADVANCE LEADERSHIP FOUNEATIOS :NC 46-5052397Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds ^ (b) Funds and offer a counts
1 Total number at aid of year2
Aggregate2 Aggrate value of contributions to (during year)
3 Aggregate value of grants from (during year)4 Aggregate value at end of year . . . ; _5 Did the organization inform all donors and donor advisors in writing that the assets held in donor adv ised
funds are the organization's property, subject to the organization's exclusive legal control? D Yes q No6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used
only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purposeconferring impermissible private benefit? . . . q Yes q No
Conservation Easements.Complete if the organization answered "Yes" on Form 990. Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply)q Preservation of land for public use (e g , recreation or education) C Preservation of a historically important land areaq Protection of natural habitat q Preservation of a certified historic structireq Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservationeasement on the last day of the tax year field at the End of the Tax Year
a Total number of conservation easements 2a
b Total acreage restricted by conservation easements 2b __c Number of conservation easements on a certified historic structure included in (a) 2cd Number of conservation easements included in (c) acquired after 7/25/06 and not on a
historic structure listed in the National Register - . . 2d _3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organizaLen during the
tax year ►4 Number of states where property subject to conservation easement is located ►
-- -------•-•--- •---5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and enforcement of the conservation easements it holds? 0 Yes q No
6 S:aff and volunteer hours devoted to mordcnng. inspecting handling of violations. and enforcing conservation easements during the year
7 Amount of expenses incurred in monitoring, inspecting handling of violations, and enforcing conservation easements during the year
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . [ Yes q No9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes theorganization's accounting for conservation easements
JUEEM Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS 115 (ASC 958), not to report in its revenue statement and balance sheetworks of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide, to Part XIII, the text of the footnote to its financial statements that describes these items
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheetworks of art, historical treasures, or other simi lar assets held for public exhibition, education, or research in furtherance ofpublic service, provide the following amounts relating to these items:
(I) Revenue included on Form 990, Part VIII, fine 1 , , ► $
(ii) Assets included in Form 990, Part X . . . . ► $2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items.
a Revenue included on Form 990, Part Vlll, line 1 , ► $
b Assets included in Form 990, Part X , ► $For Paperwork Reduction Act Notice, see the Instructions for Form 990 Sdtedule D (Form 990) 2017
BAA REV 11113/17 PRO
ScheOule D (FOrni 9°0) 2(,17Page 2
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)3 Using the orgamzat,on's acquisition, accession. aid other records, check any of the following that are a significant use of its
collection items (check all that apply)
a q Public exhibition d q Loan or exchange programsb q Scholarly research e q Otherc 0 Preservation for future generations
4 Provide a description of the organization's collections and exp;a.n how they further the organization s exempt purpose in PartXIII
5 During the year, did the organization solicit or receive donations of at, historical treasures, or other similarassets to be sold to raise funds rather than to be maintained as part of the organizat i on's collection? q Yes q No
NIMUM Escrow and Custodial Arrangements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form990. Part X, line 21
la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets notincluded on Form 990, Part X? 0 Yes q No
b If "Yes," explain the arrangement in Part XIII and complete the following tableAmount
c Beginning balance . . tc _d Additions during the year 1de Distributions during the year 1ef Ending balance if
2a Did the organ,zation include an amount on Form 990. Part X, line 21, for escrow or custodial account liability? q Yes q Nob It "Yes," explain the arrangement in Part XIII Check here if the exp lanation has beep provided on Part X(:I
JUM Endowment Funds.Complete if the organization answered "Yes" on Form 990, Part IV, line 10
(a) current year (b) Prior year (c) rwo years back (d) Three years back (e) Four years back
to Beginning of year balance
b Contributionsc Net investment earnings, gains, and
losses
d Grants or scholarshipse Other expenditures for facilities and
programs .
f Administrative expenses
g End of year balance2 Provide the estimated percentage of the current year end balance pine 1 g, column, (a)) held asa Board designated or quasi-endowment ► %
b Permanent endowment ►c Temporarily restricted endowment ►
The percentages on tines 2a, 2b, and 2c should equal 100%3a Are there endowment funds not in the possess.on of the organization that are held and administered for the
organization by- Yes No(i) unrelated organizations 33(f(i) related organizations . . . . . . . . .
b If 'Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? 3b4 Describe In Part XIII the intended uses of the organization's endowment funds
Land, Buildings, and Equipment.Complete if the organization answered "Yes" on Form 990, Part IV, line 11a See Form 990, Part X. line 10
0e npt,on of property (a)[' SiCoor other bass (b) Cost or other cases (c) Accumulated (d) Book venuefuwestm (other) deprecwton
la Land s . a
b Buildings
c Leasenold improvements
d Equipment .e Other
Total. Add lines 1 a through Is (Column (d) must equal Form 990, Part X, column (B), fine 10c) . . ►BAA REV 111113W PRO Schedule 0 (Form Beal 2017
s;hewle o (Forn 990) 201 7 Page 3
investments-Other Securities.Complete if the organization answered "Yes" on Form 990, Part IV, li ne 11 b See Form 990, Part X, line 12.
(a) Cex 'piton of securlry or categDry (b) Book valae (c) Method of valuatton(mclud,ng nave or securrty) --- ---- --- _^ Cost or endot-year mean •:alue
(1) Financial denvat,ves .
(2) Closely-held equity interests
(3) Other(n) I - --
---- -----•-.... ----------•- •---•---•-•- --------- ---•----- ---- -----(e^ ,--------- - ----------- --------- --- --- - - -(C) - ---- - -- -- --- -----
(D)
•----•----- -•--- ----------------------•-...
----•----------- -•----•---•----- -------- ...... --°•------- ----- ----------------- ---- --------------•----•---•-•--•----•------••-------------
(H)
Total.(Cohurn1)must_ ualFcnr'990,PartInvestments-Program Related.Cmmn(pte if the nrnanizattnn ancweret'd "Yes" on Form 990 Part IV line 1 is Sao Fnrm qqn Part x line 1q
(a) Description of u+veotment ( b) Book value (c) Me-od of vahianonCoot ur end - of-year market value
(2)
(3)
(4-
M(8)
Total. Column (b) must egjai Fcrr 990, Par X, col (6,+ C+ne If -gig"
"utner Assets.Complete if the orcianization answered "Yes" on Form 990 Part IV. line lid. See Form 990. Part X. line 15-
(a) Dee ripti n (b) Boats va1La
(1j - ---
(3)
(4)
(5) _
M
(91 _ _Total . (Column (b) must equal Form 990, Part X, CO!. (8) line 15) ►waie viner uaourues.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X,line 25.
1. (a) Desc'+puon of uaW,ry (b) Book value A.
(t) Federal Income taxes
2 L '' '4 ~'_' `r`_.: L • icy '?^^,?rS^^^i ^. a yf^•+ ?3'
`
J^ ^. ;{ ;' ^
(4)
r(7) ` • 1` ' -
I _ ?- ; ;t} 7„1 • x '
'+' ,, _ ' `-' ^ -- )
-, ^ .,,• e -
Total. (Cotu sn (b) roust egiat Form 990, Part X cc? B) Fine 25.) ►2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote tc the organization's financial statements that reports theorganization 's I-ability for uncertain tax oosrttcns under FIN 48 (ASC 740) Check here if the text of the footnote has been provided in Part XIII L7
Schedule D (Form 996) 2017
a
Sd eOule I) (Form 990) 2017 Page 4
EMIM Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.Complete if the organization answered " Yes" on Form 990, Part IV, l i ne 12 a .
1 Total revenue , gains , and other support per a.rdded financial statements 12 Amounts included on I,ne 1 but not on Form 990, Part VIII, line 12-a Net unrealised gains (losses ) on investments . . 2a ib Donated serv ices and use of facilities 2bC Recover i es of prior year grants 2cd Other ( Describe In Part XIII ) . . . . 2de Add lines 2a through 2d . . . . 2e
3 Subtract line 2e from fine 1 . 34 Amounts included on Form 990 , Part VIII, line 12 . but not on line 1.a Investment expenses not included on Form 990 , Part VIII, line 7b 4ab Other (Describe in Part XIII) . . . . . 4bc Add lines 4a and 4b 4c
5 Total revenue Add lines 3 and 4c. (This must aqua: Form 990, Part r, line 12) 5 --
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.Complete if the organization answered " Yes" on Form 990 , Part IV , line 12a
I Total expenses and losses per audited financial statements - 12 Amounts included on line 1 but not on Form 990, Part IX . line 25a Donated services and use of tac litres 2ab Prior year adjustments 2bc Other losses 2cd Other ( Describe in Part XIII ) 2de Add f i res 2a through 2d 2e
3 Subtract line 2e from line 1 . . 34 Amounts included on Form 990, Part IX , line 25, but not on lire 1:
a Investment expenses not included on Form 990 , Part VIII, line 7bb Other (Describe in Part XIII) . . , 4
Add lines 4a and 4b 4c i5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part f , line 18) 5
Supplemental information. _Provide the descnpt;ons required for Part It, lines 3. 5, and 9 , Part III, lines 1 a and 4, Part IV, lines lb and 2b, Part V, line 4 , Part), Vine2. Part XI, l i nes 2d and 4b , and Part XII , lines 2d and 4b Also complete this part to provide any add i tional information
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SAAREV 1'113417 PRO Sciedute 0 (Form 990) 2017
SCHEDULE JCompensation Information °ME No, 164 5 °W'
(Form 990) For certain Officers, Directors , Trustees , Key Employees , and Highest L, yCompensated Employees I^
to- Complete if the organization answered "Yes" on Form 990. Part IV , line 23Depart iem of tr, rreas.c/ P Attach to Form 990.lnleml Re erne Serrce > Go to www.irs gov/FormN.90 for instructions and the latest informationNacre of the crganizzetion Employer ide " wt,on number
ADVANCE LEADERSHIP E'OUNDATION INC 46-50E2397
RQuestions egardtng CompensationYes No
la Check the appropriate box(es) it the organizat:on provided any of the following to or for a person listed on Form • " r990, Part VII, Section A, line la Complete Part III to provide any relevant information regarding these items.
_
O First-class or charter travel q Housing allowance or residence for personal useq Travel for companions q Payments for business use of personal residence
Tax indemnification and gross-up payments q Health or social club dues or initiation feesq D'scretlonary spending account q Personal services (such as, maid, chauffeur, chef)
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding paymentor reimbursement or provision of all of the expenses described above" If "No," complete Part III toexplain . . . . 1 b
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by alldirectors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on linela? 2
3 Indicate which, if any, of the following the filing organization used to establish the compensation of theorganization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a
7related organization to establish compensation of the CEO/Executive Director, but explain in Part III .fir f ^
,73 Compensation committee 0 Written employment contract
q Independent compensation consultant q Compensation survey or study g s; 3q Form 990 of other organizations q Approval by the board or compensation committee
4 During the year, did any person listed on Form 990. Part VII, Section A, line 1 a, with respect to the tilingor an'zat;on or a related organization:
a Receive a severance payment or change-of-control payment? . . . . 1 4a xb Participate in, or receive payment from, a supplemental nonqualifed retirement ptan7 4b Xc Participate in, or receive payment from, an equity-based compensation arrangement? 4c X
If "Yes" to any of lines 4a-c. list the persons and provide the applicable amo ants for each item in Part III.
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9 .5 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any „fi'f_
compensation contingent on the revenues of yf ^', %r
a The organization? . . . . . . , . 5a Xb Any related organization? 5b X
If 'Yes" on line 5a or 5b, describe in Part Ill
6 For persons listen on Form 990, Part VII, Section A, line I a, did the organization pay or accrue anycompensation contingent on the net earnings of
a The organization? 6a Xb Any related organization 6b X
If "Yes" on line 6a or 6b, describe in Part Ill , • F s
7 For persons listed on Form 990, Part VII, Section A, line la, did the organ;zatlon provide any nonfixedpayments not described on lines 5 and 6? If "Yes," describe in Part Ill . . 7 x
B Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subjectto the initial contract exception described in Regulations section 53.4958-4(a)(3) 7 If "Yes," describe , Iin Part Ill 8 X
9 If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described inRegulations section 53.4958-6(c)? g t
For Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule J (Form 990) 2017BAA
R---V 11 1 I3of7=R0
Ia
Schedule J (corm 990) 2011 Page 2
Offi cers, Directors, Trustees, Key Employees, and Highest Compensated Employees . Use duplicate copies i f additional space is needed.For each individual whose compensation must be reported on Schedule J. report compensation from the organization on row (I) and from related organizations, described in theinstructions, on row (ii). Do not list any individuals that aren't listed on Form 990. Part VIINote: The sum of columns Bl(Hiii) for each listed individual must eaual the total amount of Form 990. Part VII. Section A. lino , a nnnhcahte rnh rm n (7)1 rind (F) amni into, for that individu al
(8) Breakdown of W-2 and/or 1099-MISC compensation(C) Retirem t and Cowa ,sati nF
(A) Name and Title Ii) Risecompensation
)lI Bonus & Inreninccompensation
(it) (hhwreportable
enotu s deferredcnmpens1tfon
40) Nontarabiebenefits
(q Total of columns(nlO-(D)
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BAA REV I r/IJ17 PRO Schedule J (Form 990) 2011
Schedule J Roan 990) 2017 Page 3Supplemental Information
Provide the informat ion, explanation , or descriptions required for Part I. lines la. 1b, 3, 4a, 4b. 4c, 5a. 5b, 6a, 6b, 7, and 8. and for Part II Also complete this partfor any additional info rmation.
. -.- ----- -------•--.---.----..-----------. •--••-- •---•- ... ................. . ----- - ------ ---- •-- --------- -------- --- -------_• -----••---- --....... ---• - - - ---
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BA 9FV 11113n7 PRO Sehoduto J (Form 9901 2017
SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ(Form 990 or 990-EZ) Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Department of the Treasury o Attach to Form 990 or 990-EZ.
Internal Revenue Service No- Go to www.irs.gov/Form990 for the latest information.
OMB No 1545-0047
2017
Name of the organization Employer identification number
ADVANCE LEADERSHIP FOUNDATION INC 46-5052397
Other: PART 1 LINE 1 DESCRIPTION OF ORGANIZATION MISSION : THE ADVANCE LEADESHIP-------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------
FOUNDATION, INC IS FORMED EXCLUSIVELY FOR THE EDUCATION TRAINING AND DEVELOPMENT-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
OF FUTURE BUSINESS, SOCIAL AND POLITICAL LEADERS BY ORGANIZING AND DEVELOPING_ --------------------------
TRAINING, SEMINARS, WORKSHOPS, COURSES AND PROFESSIONAL INTERNSHIPS, AS WELL-- - - - -----------------------------------------
ORGANIZING CONFERENCES AND PROGRAMS TO PREPARE THE NEW LEADERS OF THE FUTURE.- - --------------------------------------------------------------------------------------------------------------------------------------------------------------------
Other: FORM 990, PART VI, SECTION B, LINE 11: FORM 990 IS AVAILABLE TO THE BOARD--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
OF DIRECTORS UPON REQUEST.--------------------------------------------------------------------------------------------------------------------------------------------------------------------
Other: FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT- - ------------------------------------------------------------------------------------------------------------------------------------------------------------------------
OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE BOARD OF DIRECTORS------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
AND THE CENTRAL PUBLIC UPON REQUEST------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Pt III, Line 2: BY EQUIPING GLOBAL FUTURE LEADERS WITH HANDS-ON AND PRAGMATIC--- - -- -- - - ------------------------------------------------------------------------------------------------------------------------------------
EXPERIENCE IN THE BUSINESS LEADERSHIP REALM.------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Pt VI, Line 11b: THE GOVERNING BODY DISCUSS THE FINANCIAL STATEMENTS.---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990 - EZ. BAA Schedule 0 (Form 990 or 990- EZ) (2017)
REV 07/25/18 PRO