Iefile GRAPHIC print - DO NOT PROCESS IAS Filed Data - DLN: 93493130027807I 990 Return of Organization Exempt From Income Tax Form El Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private 2 1 5 foundations) Department of the Do not enter SOClal security numbers on this form as it may be made public Treasury Information about Form 990 and Its Instructions is at IRS g0v1f0im990 Internal Revenue Sewice Open to Public Inspection A For the 2015 calendar year, or tax year beginning 07-01-2015 and ending 06-30-2016 Name of organization 3 Che? 'f appl'cab'e THE OPPORTUNITY TO LEARN ACTION FUND Address cha nge 27-48369 Name change DOing business as Initial return Employer identification number 29 Final Telephone number return/terminated Number and street (or 0 box if mail is not delivered to street address) Room/stilte 675 MASSACHUSETTS AVE 8TH FLOOR 6 1 7 8 7 6 I?Amended return ?7700 I?Application pending City or town, state or provmce, country, and ZIP or foreign postal code CAMBRIDGE, MA 02139 Gross receipts 60 Name and address OfprinCIpal Officer JOHN HJACKSON 675 MASSACHUSETTS AVE 8TH FLOOR 02139 I7 501(c)(4)4(inseitno) Website:> OPPORTUNITYACTION ORG I Tax-exempt status H(a) Is this a group retu subordinates? NO H(b) Are all subordinate included? attach a lis H(c) rn for Yes I7 I?Yes (see instructions) Group exemption number Form of organization '7 Corporation Trust Other Year of formation 2010 State Of legal domICIle MA Summary lBriefly describe the organization?s missmn or most Significant actiwties AND ADVOCATING FOR EDUCATIONAL POLICY REFORMS THE PURPOSE OFTHE ORGANIZATION IS PROMOTING IMPROVEMENTS IN PUBLIC EDUCATION SYSTEMS Activmes Bi Govemance 2 Check this box ifthe organization discontinued its Operations or disposed ofmore than 25% Ofits net assets 3 Number Ofvoting members of the governing body (Part VI, line la) 3 5 4 Number Ofindependent voting members ofthe governing body (Part VI, line 1b) 4 4 5 Total number 0findiViduals employed in calendar year 2015 (Part V, line 2a) 5 0 6 Total number Ofvolunteers (estimate if necessary) 6 4 7a Total unrelated busmess revenue from Part column (C), line 12 7a 0 Net unrelated busmess taxable income from Form line 34 7b 0 Prior Year Current Year Contributions and grants (Part 1h) 405,039 60 9 Program serVIce revenue (Part 2g) 0 0 10 (A),lines 3,4,and 7d) 0 0 D: 11 Other revenue 5,6d,8c,9c,10c,and lie) 0 0 12 'll'gt)al revenue?add lines 8 through 11 (must equal Part column (A), line 405,039 60 13 Grants and Similar amounts paid (Part IX,c0lumn (A),lines 1?3) 100,000 50,000 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 15 benefits (PartIX,column (A),lines 0 0 X3 5?10) 16a ProfeSSionalfundraismg fees lie) 0 0 3 Total fundraismg expenses (Part IX, column (D), line 25) >910 17 Otherexpenses (Part 11a?11d,11f?24e) 266,288 37,622 18 Totalexpenses Addlines 13?17 (must equalPartIX,column 25) 366,288 87,622 19 Revenue less expenses Subtract line 18 from line 12 38,751 ?87,562 :3 Beginning Of Current Year End of Year ?g 20 Totalassets (PartX,line 16) 210,301 94,236 :2 21 Total liabilities (Part X, ine 26) 37,865 9,362 2LT- 22 Net assets orfund balances Subtract line 21 from line 20 172,436 84,874 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration Of preparer (otherthan Officer) is based on all information of which preparer has any knowledge 2017-05-02 . Si nature Of officer Date Sign 9 Here JOHN JACKSON TREASURER Type or print name and title Print/Type preparer's name Preparer's Signature Date PTIN JOSEPH GISO JOSEPH GISO 2017-05-02 CheCk l? 'f P00030125 Pald self-employed Firm's name CBIZ TOFIAS Firm's EIN 26?3753134 Preparer Firm's address 500 BOYLSTON STREET Phone no (617) 761-0600 Use Only BOSTON, MA 02116 May the IRS discuss this return With the preparer shown above? (see instructions) . For Reduction Act Notice, see the separate instructions. Cat NO 11282Y Form990(20 1 5) Form 990(2015) Page2 Statement of Program Service Accomplishments 1 Check ifSchedule 0 contains a response or note to any line In this . . . . . . . . . . . . . Brie?y describe the organization's missmn THE PURPOSE OFTHE CORPORATION IS PROMOTING IMPROVEMENTS IN PUBLIC EDUCATION SYSTEMS AND ADVOCATING FOR EDUCATIONAL POLICY REFORMS 2 Did the organization undertake any Significant program serVIces during the year which were not listed on thepriorForm990 or990?EZI?Yes If"Yes," describe these new serVIces on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program If"Yes," describe these changes on Schedule 0 4 Describe the organization?s program serVIce accomplishments for each ofits 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, ifany, for each program serVIce reported 4a (Code (Expenses 71,972 including grants of 50,000 (Revenue 60 THE PURPOSE OF THE CORPORATION IS PROMOTING IMPROVEMENTS IN PUBLIC EDUCATION SYSTEMS AND ADVOCATING FOR EDUCATIONAL POLICY REFORMS 4b (Code (Expenses including grants of (Revenue 4c (Code (Expenses including grants of (Revenue 4d Other program serVIces (Describe in Schedule 0 (Expenses including grants of$ (Revenue 4e Total program service expenses? 71,972 Form 990 (2015) Form 990 (201520a Page 3 Checklist of Required Schedules Yes No Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," No completeScheduleA 1 Is the organization reqUIred to complete Schedule B, Schedule of Contributors (see instructions)? 2 No Did the organization engage in direct or indirect political campaign actIVIties on behalfof or in opp05ition to N0 candidates for public office? If ?Yes," complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actIVIties, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II 4 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, orSImilar amounts as defined in Revenue Procedure 98?19? If "Yes," complete Schedule C, Part 5 0 Did the organization maintain any donor adVIsed funds or any Similarfunds or accounts for which donors have the right to prowde adVIce on the distribution or investment ofamounts in such funds or accounts? If "Yes," complete Schedule D, PartI 6 0 Did the organization 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 II 7 0 Did the organization maintain collections of works ofart, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part 3 0 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation serVIces?Iic ?Yes,? complete Schedule D, Part IV 9 0 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 N0 permanent endowments, or quaSI?endowments? If ?Yes," complete Schedule D, Part Ifthe organization's answerto any ofthe followmg questions is "Yes," then complete Schedule D, Parts VI, VII, IX, orX as applicable Did the organization report an amount for land, and eqUIpment in Part X, line 10? If "Yes," complete Schedule D, Part VI 113 0 Did the organization report an amount for investments?other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII 11b 0 Did the organization report an amount for investments?program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part 11C 0 Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets reported in Part X, line 16? If ?Yes," complete Schedule D, Part IX 11d 0 Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX 1113 N0 Did the organization?s separate or consolidated finanCIal statements for the tax year include a footnote that 11f N0 addresses the organization?s liability for uncertain tax p05itions under FIN 48 (ASC 740)? If "Yes, complete Schedule D, Part Did the organization obtain separate, independent audited finanCIal statements forthe tax year? If "Yes," complete Schedule D, Part5 XI and XII 12a No Was the organization included in consolidated, independent audited finanCIal statements for the tax year? 12b No If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Is the organization a school described in section 170(b)(1)(A If ?Yes," complete Schedule 13 N0 Did the organization maintain an office, employees, or agents outSIde ofthe United States? 14a N0 Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program serVIce actIVIties outSIde the nited States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . 14b N0 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other a55istance to or for any foreign organization? If ?Yes,?complete Schedule F, Parts II and IV . 15 0 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other aSSIstance to or for foreign indiViduals? If "Yes,?complete Schedule F, Parts and IV . 16 0 Did the organization report a total of more than $15,000 ofexpenses for professional fundraismg serVIces on Part 17 No IX, column (A), lines 6 and lie? If "Yes," complete Schedule 6, Part I (see instructions) Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 1c and 8a? If ?Yes," complete Schedule G, Part II 18 N0 Did the organization report more than $15,000 ofgross income from gaming actIVIties on Part line 9a? If 19 "Yes," complete Schedule G, Part 0 Did the organization operate one or more hospital faCIlities? If "Yes," complete ScheduleH 20a N0 If"Yes" to line 20a, did the organization attach a copy ofits audited finanCIal statements to this return? 20b Form 990 (2015) Form 990(2015) Page4 Checklist of Required Schedules (contmued) 21 the organization report more than $5,000 ofgrants or other aSSIStance to any domestIc organization or 21 Yes domestic government on Part IX, column (A), ?ne 1 7 If "Yes,?complete Schedule I, Parts I and II 22 the organization report more than $5,000 ofgrants or other aSSIStance to or for domestIc indIVIduals on Part 22 IX, column (A), ?ne 27 If "Yes,?complete Schedule I, Parts I and W- 0 23 the organization answer ?Yes" to Part VII, SectIon A, ?ne 3, 4, or 5 about compensation of the organIzatIon?s current and former of?cers, directors, trustees, key employees, and highest compensated employees? If "Yes," 23 es complete Schedule 24a the organIzation have a tax?exempt bond issue WIth an outstandIng prInCIpal amount of more than $100,000 as ofthe last day ofthe year, that was issued after December 31, 2002? If "Yes,?answer lines 24b through 24d and complete Schedule If "No,?go to lme 25a 24a 0 the organization invest any proceeds oftax-exempt bonds beyond a temporary perIod exception? 24 the organization maintain an escrow account other than a refundIng escrow at any tIme during the year to defease any tax?exempt bonds? 24C the organIzation act as an "on behalfof" Issuer for bonds outstandIng at any tIme durIng the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. the organIzation engage In an excess bene?t transaction With a disqualified person durIng the year? If ?Yes," 25 complete Schedule L, Part I a 0 Is the organization aware that it engaged In an excess bene?t transaction With a dIsqualI?ed person In a prIor year, and that the transactIon has not been reported on any ofthe organIzation's prior Forms 990 or 25b N0 If "Yes, complete Schedule L, Part I 26 the organIzation report any amount on Part X, line 5, 6, or 22 for recerables from or payables to any current orformer of?cers,dIrectors,trustees,key employees,highestcompensated employees,ordisqualIfied persons? 26 No If "Yes," complete Schedule L, Part II 27 the organIzation prowde a grant or other aSSIstance to an of?cer, director, trustee, key employee, substantial contributor or employee thereof, a grant selectIon commIttee member, orto a 35% controlled entity orfamIly 27 No member ofany ofthese persons? If ?Yes," complete Schedule L, Part . 28 Was the organizatIon a party to a business transactIon WIth one ofthe followmg partIes (see Schedule L, Part IV InstructIons for applIcable ?lIng thresholds, conditIons, and exceptIons) a A current or former officer, dIrector, trustee, or key employee? If ?Yes," complete Schedule L, Part IV 28a No A family member ofa current orformer of?cer, dIrector, trustee, or key employee? If "Yes," complete Schedule L, PartIV . 28b No A entIty of a current or former of?cer, dIrector, trustee, or key employee (or a famIly member thereof) was an of?cer, dIrector, trustee, or dIrect or Indirect owner? If "Yes," complete Schedule L, Part IV 28C 0 29 the organIzation recere more than $25,000 in non?cash contrIbutions? If ?Yes,? complete ScheduleM 29 No 30 the organIzation recere contributIons of art, hIstorIcal treasures, or other SimIlar assets, or quali?ed conservatIon contributIons? If ?Yes," complete Schedule 30 N0 31 the organIzation quUIdate, termInate, or dIssolve and cease operatIons? If ?Yes,? complete Schedule N, Part I No 31 32 the organIzation sell, exchange, dispose of, or transfer more than 25% ofits net assets? If "Yes," complete Schedule N, Part II 32 0 33 the organIzation own 100% ofan entity dIsregarded as separate from the organIzatIon under Regulations sectIons 301 7701?2 and 301 7701-3? If ?Yes," complete Schedule R, Paul 33 0 34 Was the organizatIon related to any tax-exempt or taxable entity? If ?Yes,? complete Schedule R, PaIt II, or IV, W- 34 Yes and Part V, ?ne 1 35a the organIzation have a controlled entIty WIthin the meaning ofsection 512(b)(13)? 35a N0 If?Yes'to line 35a, did the organizatIon receive any payment from or engage In any transactIon WIth a controlled 35b entIty WIthin the meaning of section 512(b)(13)7 If ?Yes,? complete Schedule R, Part V, lIneZ 36 Section 501(c)(3) organizations. the organIzatIon make any transfers to an exempt non-charItable related organization? If ?Yes,? complete Schedule R, Part V, ?ne 2 36 37 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 VI 95' 37 0 38 the organIzation complete Schedule 0 and prowde explanatIons In Schedule 0 for Part VI, lines 1 1b and 19? Note. All Form 990 ?lers are reqUIred to complete Schedule 0 38 es Form 990 (2015) Form 990(2015) Page5 Statements Regarding Other IRS Filings and Tax Compliance Check If Schedule 0 contaIns a response or note to any lIne In thIs PartV . . . . . . . . . . . Yes No 1a Enterthe number reported In Box 3 of Form 1096 Enter Ifnot applicable . . 1a Enterthe number of Forms W-ZG Included In line 1a Enter If not applicable 1b the organIzation comply WIth backup Withholding rules for reportable payments to vendors and reportable to prIze WinnersEnter the number ofemployees reported on Form Transmittal of Wage and Tax Statements, ?led for the calendar year ending With or WIthIn the year covered 23 0 Ifat least one Is reported on IIne 2a, dId the organization We all reqUIred federal employment tax returns? Note.Ifthe sum of lines 1a and 2a IS greater than 250, you may be reqUIred to e?fIle (see Instructions) 3a the organIzation have unrelated busmess gross Income of $1,000 or more durIng the year? . . . 3a No If?Yes," has It filed a Form for thIs year?If "No?to lme 3b, prowde an exp/anatIon In Schedule any tIme during the calendar year, did the organization have an Interest In, or a SIgnature or other authority over, a fInanCIal account In a foreIgn country (such as a bank account, securIties account, or other finanCIal account)? . . 4a No If"Yes," enter the name ofthe foreIgn country See Instructions for filing reqUIrements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBA R) 5a Was the organizatIon a party to a prothIted tax shelter transaction at any tIme during the tax year? . . 5a No any taxable party notify the organIzatIon that It was or Is a party to a prohibited tax shelter transactIon? 5b No If"Yes," to line 5a or 5b, did the organization ?le Form 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the Ga No organization so ICIt any contributIons that were not tax deductible as charItable contrIbutIons? If"Yes," did the organization Include With every solICItatIon an express statement that such contributIons or 5b 7 Organizations that may receive deductible contributions under section 170(c). a the organIzation recere a payment In excess of$75 made partly as a contrIbutIon and partly for goods and 7a No serVIces prowded to the payorIf"Yes," did the organization notIfy the donor ofthe value ofthe goods or serVIces prowdedthe organIzation sell, exchange, or otherWIse dispose of tangible personal property for which It was reqUIred to 7C N0 If"Yes," Indicate the number of Forms 8282 filed durIng the year . . . . I 7d I the organIzation recere any funds, directly or IndIrectly, to pay prequms on a personal benefit contract? 7e No the organIzatIon, durIng the year, pay prequms, directly or IndIrectly, on a personal bene?t contract? . . 7f No 9 Ifthe organIzation recered a contrIbutIon of qualified Intellectual property, dId the organIzation ?le Form 8899 as 7g Ifthe organIzation recered a contrIbutIon of cars, boats, aIrplanes, or other vehIcles, did the organization ?le a 8 Sponsoring organizations maintaining donor advised funds. a donor adVIsed fund maIntaIned by the sponsorIng organizatIon have excess busmess holdIngs at any time 3 9a the sponsoring organIzation make any taxable dIstrIbutIons under section 4966? . . . 9a the sponsoring organIzation make a dIstrIbutIon to a donor, donor adVIsor, or related person? . . . 9b 10 Section 501(c)(7) organizations. Enter InitiatIon fees and capital contrIbutIons Included on Part Me 12 . . . 10a Gross rECEIpts, Included on Form 990, Part line 12, for public use ofclub 10b faCIlities 11 Section 501(c)(12) organizations. Enter Gross Income from members or shareholders . . . . . . . . . 11a Gross Income from other sources (Do not net amounts due or paid to other sources against amounts due or recewed from them11b 12a Section 4947(a)(1) non-exempt charitable trusts.Is the organization fIlIng Form 990 In of Form 1041? 12a If "Yes," enter the amount of tax-exempt Interest received or accrued durIng the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization Icensed to Issue health plans In more than one state?Note. See the InstructIons for addItIonal Information the organIzation must report on Schedule 0 13a Enter the amount of reserves the organizatIon IS reqUIred to maIntaIn by the states In the organIzatIon Is Icensed to Issue health plans . . . . 13b Enterthe amount of reserves on hand . . . . . . . . . . . . 13c 14a the organIzation recewe any payments for Indoor tannIng serVIces during the tax year"Yes," has It ?led a Form 720 to report these payments?If ?No,"prowde an explanation In Schedule 0 . . 14b Form 990 (2015) Form 990(2015) Pages Governance, Management, and Disclosure For each ?Yes" response to lines 2 through 7b below, and for a "No" response to ?nes 8a, 8b, or 10b below, describe the Circumstances, processes, or changes In Schedule 0. See Instructlons. Check IfSchedule contaIns a response or note to any IIne In thIs PartVI . . . . . . . . . . . . . .I7 Section A. Governing Body and Management Yes No 1a Enter the number ofvotIng members of the governIng body at the end ofthe tax 1a 5 year Ifthere are materIal dIfferences In votIng rIghts among members ofthe governIng body, or Ifthe governIng body delegated broad authorIty to an exec utIve committee or SImIlar commIttee, explaIn In Schedule 0 Enter the number ofvotIng members Included In Ine la, above, who are Independent 1b 4 2 any of?cer, dIrector, trustee, or key employee have a famIly relatIonshIp or a busmess relatIonshIp WIth any other of?cer, dIrector, trustee, or key employeethe organIzatIon delegate control over management dutIes customarlly performed by or underthe dIrect 3 No superVISIon ofoffIcers, dIrectors or trustees, or key employees to a management company or other person? 4 the organIzatIon make any SIgnIfIcant changes to Its governIng documents smce the prIor Form 990 was 4 N0 5 the organIzatIon become aware durIng the year ofa SIgnIfIcant dIverSIon of the organIzatIon's assets? . 5 No 6 the organIzatIon have members or stockholdersthe organIzatIon have members, stockholders, or other persons who had the power to elect or appomt one or more members ofthe governIng bodyAre any governance deCISlonS of the organIzatIon reserved to (or subject to approval by) members, stockholders, 7b No or persons other than the governIng body? 8 the organIzatIon contemporaneously document the meetIngs held or ertten actIons undertaken durIng the year by the followmg 8aYes Each commIttee WIth authorIty to act on behalfofthe governIng bodythere any of?cer, dIrector, trustee, or key employee Isted In Part VII, SectIon A, who cannot be reached at the organIzatIon? address? If' Yes, prowde the names and addresses In Schedule 0 . . . 9 N0 Section B. Policies (Thls Sectlon requests Informatron about polICIes not requrred by the Internal Revenue Code.) Yes No 10a the organIzatIon have local chapters, branchesIf"Yes," dId the organIzatIon have ertten polICIes and procedures governIng the actIVItIes ofsuch chapters, and branches to ensure theIr operatIons are conSIstent WIth the organIzatIon's exempt purposes? 10b 11a Has the organIzatIon prOVIded a complete copy ofthIs Form 990 to all members ofIts governIng body before fIlIng DescrIbe In Schedule 0 the process, Ifany, used by the organIzatIon to reVIew thIs Form 990 12a the organIzatIon have a ertten conflIct ofInterest polIcy? If go to llne 12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve me to conflIcts12b Yes the organIzatIon regularly and conSIstently monItor and enforce compIIance WIth the polIcy? If ln ScheduleOhow this was done . . . . . . . . . . . . . . . . . . . 12C Yes 13 the organIzatIon have a ertten polIcythe organIzatIon have a ertten document retentIon and destructIon polIcythe process for determInIng compensatIon of the followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon ofthe deIIberatIon and . . . . . . . . . . . 15a If"Yes" to lIne 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) 16a the organIzatIon Invest In, contrIbute assets to, or partICIpate In a JOlnt venture or SImIlar arrangement WIth a taxableentItydurIngtheyearIf"Yes," dId the organIzatIon follow a ertten polIcy or procedure reqUIrIng the organIzatIon to evaluate Its partICIpatIon In Jomt venture arrangements under appIIcable federal tax law, and take steps to safeguard the organIzatIon?s exempt status WIth respect to such arrangements16b Section C. Disclosure 17 LIst the States WIth a copy ofthIs Form 990 IS reqUIred to be ?led? MA 18 SectIon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 IfapplIcable), 990, and (501(c) (3)5 only) avaIIable for publIc InspectIon IndIcate how you made these avaIlable Check all that apply Own webSIte I7Another's webSIte I7 Upon request 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 ofthe person who possesses the organIzatIon's books and records PHEIDI BROOKS 675 MASSACHUSETTS AVENUE 8TH FLOOR BOSTON, MA 02139 (617) 876-7700 Form 990 (2015) Form 990 (2015) Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check ifSchedule 0 contains a response or note to any line In thIs Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons reqUIred to be listed Report compensation for the calendar year ending or the organization's tax year Page 7 a List all of the organization's current officers, directors, trustees (whether or organizations), regardless of amount ofcompensation Enter In columns (D), (E), and (F) if no compensation was paid 0 List all ofthe organization?s current key employees, Ifany See instructions for definition of "key employee 0 List the organization's five current highest compensated employees (otherthan an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form and/or Box 7 ofForm of more than $100,000 from the organization and any related organizations 0 List all ofthe organization?s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations 0 List all ofthe organization?s former directors or trustees that received, in the capaCIty as a former director or trustee ofthe organization, more than 10,000 of reportable compensation from the organization and any related organizations List persons in the followmg order indiViduaI trustees or directors, compensated employees, and former such persons Check thIs box If neitherthe organization nor any related organization compensated any current officer, director, ortrustee Institutional trustees, officers, key employees, highest (A) (B) (C) (D) (E) (F) Name and TItle Average Posmon (do not check Reportable Reportable Estimated hours per more than one box, unless compensation compensation amount of week (list person Is both an officer from the from related other any hours and a director/trustee) organization organizations compensation for related 0 .. I '11 2/1099- (W- 2/1099? from the organizations 3. 5 '3 3:5 MISC) MISC) organization :3 71 IT :3 below - .1) .1. .1 and related u. 3 It_- dotted line) 4 2 .n I, A organizations :21 ?2 [.37 it. 1 a :i TE 73? Ff". if ?11 (1) ANDREW GILLUM 1 00 0 PRESIDENT 1 00 (2) XILONIN 1 0?1 0 SECRETARY 00 (3) JOHN JACKSON 1 00 380,606 51,769 TREASURER 40 00 (4) ABBY LEVINE 1 00 0 0 BOARD MEMBER 1 00 (5) ALFRED MILLER 1 00 0 0 BOARD MEMBER 00 Form 990 (2015) Form 990(2015) Pages Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and Title Average P05ition (do not check Reportable Reportable Estimated hours per more than one box, unless compensation compensation amount of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization organizations from the for related 0 5. I -n organization and organizations 3. 23? 2 related below 13' .3 rt) 3 organizations u. 3 cm dotted lineTotal from continuation sheets to Part VII, Section A . . . . Total (add lines 380,606 51,769 2 Total number of (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee online 1a? If ind/Vidual . . . . . . . . . . . . . . 3 No 4 For any indiVidual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If ?Yes," complete Schedu/leor such 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiVidual for serVIces rendered to the organizationUi? ?Yes," complete Schedu/leor such person . . . . . . . . 5 No Section B. Independent Contractors 1 Complete this table for yourfive highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending With or Within the organization?s tax year (A) (B) (C) Name and busmess address Description of serwces Compensation 2 Total number ofindependent contractors (including but not limited to those listed above) who received more than $100,000 ofcompensation from the organization 0 Form 990 (2015) Form 990 (2015) Page 9 Statement of Revenue Check ifSchedule 0 contains a response or note to any line in this Part (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt busmess excluded from function revenue tax under revenue sections 512?5 14 1a Federated campaigns . . 1a 9 2! Membership dues . . . . 1b (D Fundraismg events . . . . 1c <12 :35 '5 Related organizations . . . 1d (3 3 Government grants(contributions) 1e 5 All other contributions, gifts, grants, and 1f 60 '13 ED Similar amounts not included above .5: :2 Noncash contributions included in lines 1a-1f '5 8 Tota .Add lines la?lf 50 a? Busmess Code 2 2a on: 3 51 All other program serVIce revenue 0 I: Total. Add lines 2a?2f 3 Investment income (including diVidends, interest, and otherSImilar amounts) . 4 Income from investment of tax-exempt bond proceeds Royalties . Real (ii) Personal 6a Gross rents Less rental EXPENSES Rental income or(loss) Net rental income or(loss) Securities (ii) Other 7a Gross amount from sales of assets other than inventory Less cost or other ba5is and sales expenses Gain or(loss) Net gain or(loss) .p '0 8a Gross income from fundraismg 3 events (not including 5 3 ofcontributions reported on line 1c) a See PartIV,line 18 a; a .C 5 Less direct expenses . . . Net income or (loss) from fundraismg events . . 9a Gross income from gaming actIVIties See Part IV, line 19 a Less direct expenses . . . Netincome or(loss)from gaming . 103 Gross sales ofinventory, less returns and allowances a Less cost ofgoods sold . . Net income or (loss) from sales of inventory . . Miscellaneous Revenue Busmess Code 11a All other revenue Total.Add lines lla?lld 12 Total revenue. See Instructions 60 Form 990 (2015) Form 990(2015) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check if Schedule 0 contains a response or note to any line in this Part Do not include amounts reported on lines 6b, (A) PrograErlial-emce and Fun?gtmg 7b! 8b! 9b! and 10b 0f Part Total expenses expenses general expenses expenses 1 Grants and other aSSIstance to domestic organizations and domestic governments See Part IV, line 21 50,000 50,000 2 Grants and other a55Istance to domestic lnleldLlaIS See Part IV, line 22 3 Grants and other aSSIstance to foreign organizations, foreign governments, and foreign indiViduals See Part IV, lines 15 and 16 Benefits paid to or for members 5 Compensation ofcurrent officers, directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pen5ion plan accruals and contributions (Include section 401(k) and 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for serVIces (non?employees) a Management Legal 53 53 Accounting 6,915 6,915 Lobbying Professmnal serVIces See Part IV, line 17 Investment management fees 9 Other (Ifline 1 1g amount exceeds 10% of line 25, column (A) amount, list We 11g expenses on Schedule 0) 12 Advertismg and promotion 13 Office expenses 364 364 14 Information technology 334 334 15 Royalties 16 Occupancy 859 859 17 Travel 527 527 18 Payments of travel or entertainment expenses for any federal, state, or local public offiCials 19 Conferences, conventions, and meetings 77 77 20 Interest 21 Payments to affiliates 23,804 21,365 1,529 910 22 DepreCIatIon, depletion, and amortization 87 87 23 Insurance 24 Other expenses Itemize expenses not covered above (LIst miscellaneous expenses in line 24e Ifllne 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0 a LICENSE FILING FEES 2,260 2,260 TELEPHONE 1,613 1,613 POSTAGE MAILING 511 511 SUPPLIES 215 215 All other expenses 3 3 25 Total functional expenses. Add lines 1 through 24e 87,622 71,972 14,740 910 26 Joint costs.Complete this line only ifthe organization reported in column (B) jomt costs from a combined educational campaign and fundralsmg so ICItatI0n Check here ?iffo owmg SOP 98-2 (ASC 958-720) Form 990 (2015) Form 990 (2015) Balance Sheet Page 11 CheckifScheduleO contains a response or note to any linein this PartX . (A) (B) Beginning of year End ofyear 1 Cash?non?interest?bearing 134,878 1 93,844 2 Savmgs and temporary cash Investments 2 3 Pledges and grants receivable, net 75,000 3 4 Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described In section 4958(c)(3)(B), and contributing employers and sponsoring organizations ofsection 501(c)(9) voluntary employees' benefICIary organizations (see instructions) Complete Part V) II ofSchedule ?5 6 2 Notes and loans recewable, net 7 Inventories for sale or use 8 Prepaid expenses and deferred charges 423 9 392 10a Land, and eqUIpment cost or other Complete Part VI ofSchedule 108 Less accumulated depreCIation . . . . . 10b 10c 11 Investments?publicly traded securities 11 12 Investments?other securities See Part IV, line 1 1 12 13 Investments?program-related See Part IV, line 1 1 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 15 16 Total assets.Add lines 1 through 15 (must equal line 34) 210,301 16 94,236 17 Accounts payable and accrued expenses 37,865 17 9,362 18 Grants payable 18 19 Deferred revenue 19 20 Tax?exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV ofSchedule 21 Q) 22 Loans and other payables to current and former officers, directors, trustees, r: key employees, highest compensated employees, and disqualified 5 persons Complete Part II ofSchedule 22 G: :1 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17?24) Complete Part of Schedule 25 26 Total liabilities.A dd lines 17 through 25 37,865 26 9,362 Organizations that follow SFAS 117 (ASC 958), check here 7 and complete :3 lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 172,436 27 84,874 rs CD 28 Temporarily restricted net assets 28 29 Permanently restricted net assets 29 0rganizations that do not follow SFAS 117 (ASC 958), check here and 5 complete lines 30 through 34. 73 30 Capital stock or trust prinCIpal, or current funds 30 31 Paid?in or capital surplus,orland,bUIlding or eqUIpment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Total net assets or fund balances 172,436 33 84,874 34 Total liabilities and net assets/fund balances 210,301 34 94,236 Form 990 (2015) Form 990 (2015) Reconcilliation of Net Assets Page 12 Check IfSchedule contaIns a response or note to any lIne In thIs Part XI . 1 Total revenue (must equal Part column (A), lIne 12) 1 60 2 Total expenses (must equal Part IX, column (A), Me 25) 2 87,622 3 Revenue less expenses Subtract lIne 2 from lIne 1 3 -87,562 4 Net assets or fund balances at begInnIng ofyear (must equal Part X, lIne 33, column 4 172,436 5 Net unrealized gaIns (losses) on Investments 5 6 Donated serVIces and use of 6 7 Investment expenses 7 8 PrIor perIod adjustments 8 9 Other changes In net assets orfund balances (explaIn In Schedule 0) 9 10 Net assets or fund balances at end ofyear CombIne lInes 3 through 9 (must equal Part X, Me 33, column 10 84,874 Financial Statements and Reporting Check IfSchedule contaIns a response or note to any Me In thIs Part XII Yes No 1 AccountIng method used to prepare the Form 990 I?Cash WAccrual I?Other Ifthe organIzatIon changed Its method ofaccountIng from a prIor year or checked "Other," explaIn In Schedule 0 2a Were the organIzatIon's fInanCIal statements complied or reVIewed by an Independent accountant? 2a No If?Yes,?check a box below to IndIcate whether the fInanCIal statements for the year were compIIed or reVIewed on a separate consolldated or both Separate Consolldated Both consolIdated and separate Were the organIzatIon's fInanCIal statements audIted by an Independent accountant? 2b No If?Yes,?check a box below to IndIcate whether the fInanCIal statements for the year were audIted on a separate consolldated or both Separate Consolldated Both consolIdated and separate basIs If"Yes," to Me 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght ofthe audIt, reVIew, or compIIatIon ofIts fInanCIal statements and selectIon ofan Independent accountant? 2C Ifthe organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In Schedule 0 3a As a result ofa federal award, was the organIzatIon reqUIred to undergo an audIt or audIts as set forth In the SIngle AudItActand OMB CIrcularA-133? 3a N0 If"Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? Ifthe organIzatIon dId not undergo the reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts 3b Form 990 (2015) Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493130027807I ScheduleI . . . OMB No 1545?0047 (Form 990) Grants and Other A55istance to Organizations, Governments and IndIVIduals in the United States 2 1 5 Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22. Department of the Attach to Form 990. open to P_Ublic Treasury Information about Schedule I (Form 990) and its instructions is at Internal Revenue Sewice Name of the organization Employer identification number THE OPPORTUNITY TO LEARN ACTION FUND 27-4836929 General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility forthe grants or aSSIstance, and the selection criteria used to award the grants or a55istanceI?Yes 7 No 2 Describe in Part IV the organization?s procedures for monitoring the use of grant funds in the United States Grants and Other A55istance to Domestic Organizations and Domestic Governments. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 2 1, for any moment that received more than $5,000 Part II can be duplicated ifadditional space is needed Name and address of EIN IRC section Amount ofcash Amount of non? Method ofvaluation (9) Description of Purpose ofgrant organization ifapplicable grant cash (book,FMV,appraisa , non?cash or aSSIStance or government a55istance other) FUND 20?5806345 50,000 BETTER SCHOOLS, 1201 CONNECTICUT AVE BETTERJOBS 42 FOR NW BETTER SCHOOLS 20036 CAMPAIGN 2 Entertotal number ofsection 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . 1 3 Entertotal number of other organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . . . . . . . . 0 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2015 Schedule] (Form 990) 2015 Page 2 Grants and Other Assistance to Domestic Individuals. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 22 Part can be duplicated ifadditional space IS needed (a)Type of grant or a55istance (b)N umber of moments (c)A mount of cash grant (d)Amount of non-cash aSSIStance (e)Method of valuation (book, FMV, appraisal, other) (f)Description of non?cash a55istance Supplemental Information. Prowde the information reqUIred in Part I, line 2, Part column and any other additional information. Return Reference Explanation Schedule I (Form 990) 2015 Iefile GRAPHIC print - DO NOT PROCESS IAS Filed Data - DLN: 93493130027807I Schedule Compensation Information 0MB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Pait IV, line 23. Attach to Form 990. Department of the Information about Schedule (Form 990) and its instructions is at Open to PUDIIC Treasurv Ins - ection Internal Revenue Serwce Name of the organization Employer identification number THE OPPORTUNITY TO LEARN ACTION FUND 27-4836929 Questions Regarding Compensation Yes No 990, Part VII, Section A, line 1a Complete Part to prowde any relevant Information regarding these items 1a Check the appropiate box(es) ifthe organization prowded any of the followmg to orfor a person listed on Form First?class orchartertravel Housmg allowance or re5idence for personal use Travel for companions Payments for busmess use of personal reSIdence I Tax idemnification and gross-up payments Health or club dues or initiation fees I Discretionary spending account Personal serVIces (e maid, chauffeur, chef) Ifany ofthe boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or prOVI5ion ofall ofthe expenses described above? If"No," complete Part to explain 1b 2 Did the organization reqUIre substantiation prior to reimburSIng or allowmg expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? 2 3 Indicate which, if any, of the followmg the filing organization used to establish the compensation of the organization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part Compensation committee Written employment contract Independent compensation consultant Compensation survey or study I I I Form 990 of other organizations Approval by the board or compensation committee I I I 4 During the year, did any person listed on Form 990, Part VII, Section A, line la With respect to the filing organization or a related organization a Recewe a severance payment or change?of?control payment? 4a No PartICIpate in, or recewe payment from, a supplemental nonqualified retirement plan? 4b No PartICipate in, or receive payment from, an eqUity-based compensation arrangement? 4c No If"Yes" to any of lines 4a?c, list the persons and prowde the applicable amounts for each item in Part Only 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 la, did the organization pay or accrue any compensation contingent on the revenues of a The organization? 5a No Any related organization? 5b No If"Yes," on line 5a or 5b, describe in Part 6 For persons listed on Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of a The organization? 6a No Any related organization? 6b No If"Yes," on line 6a or 6b, describe in Part 7 For persons listed on Form 990, Part VII, Section A, line la, did the organization prowde any non-fixed payments not described in lines 5 and 6? If"Yes," describe in Part 7 Yes 8 Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 If"Yes," describe in Part 8 No 9 If"Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. at 50 0 5 3T Schedule (Form 990) 2015 ScheduleJ (Form 990) 2015 Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each indIVIdual whose compensation must be reported on Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row (ii) Do not list any indiViduals that are not listed on Form 990, Part VII Note.The sum ofcolumns for each listed IndIVIdual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that ihdiVidual (A) Name and Title (B) Breakdown 0fW?2 and/or compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation in (H) (in) other deferred benefits column(B) reported (I) com Bonus 8i incentive Other reportable compensation as deferred on prior [3 compensation compensation Form 990 1 JOHN JACKSON TREASURER (ii) 3-7-9705 50,000 900 26,800 24,969 432,375 0 Schedule (Form 990) 2015 ScheduleJ(Form990)2015 Page3 Supplemental Information Prowde the Information, explanation, or descriptions reqUIred for Part 1, lines 1aand for Part II Also complete thIs part for any additional Information Return Reference Explanation PART I, LINE 7 IJOHN SALARY AND BONUS ARE DECIDED BY THE EXECUTIVE COMMITTEE OFSCHOTT FOUNDATION Schedule (Form 990) 2015 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493130027807I SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ No 1545'0047 (Form 990 or .. 2 1 5 990_ E2) Complete to prowde Information for responses to speCIfic questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Open to P_ub ic Department ofthe Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Inspection reas ry Internal Revenue Sen/ice Name of the organization Employer identification number THE OPPORTUN1TY TO LEARN ACTION FUND 27-4836929 990 Schedule 0, Supplemental Information Return Reference Explanation FORM 990, PA RT VI, SECTION THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE B, LINE 11 BOARD VIA E-MAIL PRIOR TO BENG FILED FORM 990, PA RT VI, SECTION ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT B, LINE 120 PARTNERS AND DECLA REANY CONFLICTS OR POTENTIAL CONFLICTS THE CONFLICT OF INTEREST POLICY IS DISTR IBUTED ANNUALLY ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TE RMS ELLISEEIM STIWEINEIE) AEINEIOLLV VIA EFIEI SI 066 V980 AILOEIHICI VEIMVW AVIN NV .LSEIHOEIH OJ. EHEIVWIVAV EIEI OJ. Vlel CINV AOE) SEIMVW NOLLVZINVEJHO 6L ?3 NOIJDEIS .Ltl Vd '066 316433 uoneueIdxa mmaa uonewJowI eluawa ddns ?o ampauas 066 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - SCHEDULE (Form 990) Department of the Treasury Internal Revenue Sen/ice Related Organizations and Unrelated Partnerships Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Attach to Form 990. Information about Schedule (Form 990) and its instructions is at OMB No 1545?0047 2015 Open to Public Ins - ection Name ofthe organization THE OPPORTUNITY TO LEARN ACTION FUND 27-4836929 Identification of Disregarded Entities Complete if the organization answered ?Yes" on Form 990, Part IV, line 33. Employer identification number Name, address, and EIN (if applicable) of disregarded entity Primary actIVIty (C) Legal domICIle (state or foreign country) Total income End?of?year assets (E) Direct controlling entity Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (C) (9) Name, address, and EIN of related organization Primary actiwty Legal domICIle (state Exempt Code section Public charity status Direct controlling Section 512(b) or foreign country) (if section 501(c)(3)) entity (13) controlled entity? Yes No FOUNDATION FOR PUBLIC EDUCATION CHARITY AND EDUCATION MA LINE 7 Yes 675 AVENUE 8TH FLOOR CAM BRIDGE, MA 02139 04-3457065 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule (Form 990) 2015 Schedule (Form 990) 2015 Page 2 Identification of Related Organizations Taxable as a Partnership Complete if the organization answered ?Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. Name, address, and EIN of related organization Primary actiVity (C) Legal domICIle (state or foreign country) Direct controlling entity income(related, Predominant unrelated, excluded from tax under sections 512- 514) Share of Share of Disproprtionate Code V-UBI total income end?of?year allocations? amount in box assets 20 of Schedule K-l (Form 1065) Yes No (J) (R) General or Percentage managing ownership partner? Yes No Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. Name, address, and EIN of related organization Primary actIVIty (C) Legal domICIle (state or foreign country) Direct co ntrolling entity Type of entity (C corp, corp, or trust) Share of total income (9) Share of end- of-year assets (I) Percentage Section 512 ownership controlled entity? Yes No Schedule (Form 990) 2015 ScheduleR(Form990)2015 Page3 Transactions With Related Organizations Complete If the organIzatIon answered ?Yes" on Form 990, Part IV, Me 34, 35b, or 36. Note. Complete Ine 1Ifany entIty IS lIsted In Parts II, or IV ofthIs schedule Yes N0 1 DurIng the tax year, dId the orgranIzatIon engage In any ofthe followmg transactIons WIth one or more related organIzatIons lIsted In Parts of Interest, (ii)annUItIes, or(iv)rent from a controlled entIty . . . . . . . . . . . . . . . . . . . . . 13 N0 GIft, grant, or capItal contrIbutIon to related organIzatIon(GIft, grant, or capItal contrIbutIon from related organIzatIon(s) . 1?3 N0 Loans or loan guarantees to or for related organIzatIon(s) 1d N0 Loans or loan guarantees by related organIzatIon(s) 1?3 N0 DIVIdends from related organIzatIon(s) 1f N0 9 Sale ofassets to related organIzatIon(sPurchase ofassets from related organIzatIon(s) . 1h N0 i Exchange ofassets WIth related organIzatIon(s) . 1i N0 Lease of eqUIpment, or other assets to related organIzatIon(s) 1i No Lease of eqUIpment, or other assets from related organIzatIon(Performance ofserVIces or membershIp orfundraISIng so ICItatIons for related organIzatIon(s) 1' N0 Performance ofserVIces or membershIp orfundraISIng so ICItatIons by related organIzatIon(s) . 1m Yes SharIng eqUIpment, Ists, or other assets WIth related organIzatIon(SharIng of paId employees WIth related organIzatIon(s) . 10 Yes ReImbursement paId to related organIzatIon(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1p Yes ReImbursement paId by related organIzatIon(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1?1 N0 Other transfer ofcash or property to related organIzatIon(Other transfer ofcash or property from related organIzatIon(s) . 15 N0 2 Ifthe answer to any ofthe above Is "Yes," see the InstructIons for InformatIon on who must complete thIs lIne, IncludIng covered relatIonshIps and transactIon thresholds Name of related organIzatIon TransactIon Amount Involved Method of determInIng amount Involved type Schedule (Form 990) 2015 ScheduleR(Form990)2015 Page4 Unrelated Organizations Taxable as a Partnership Complete if the organization answered ?Yes" on Form 990, Part IV, line 37. Prowde the followmg Information for each entity taxed as a partnership through which the organization conducted more than five percent ofits actiVities (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclu5ion for certain investment partnerships a (C) (9) (I) (J) ?0 Name, address, and EIN of entity Primary actiwty Legal Predominant Are all partners Share of Share of Disproprtionate Code General or Percentage domICIle income section total end-of-year allocations? amount in managing ownership (state or (related, 501(c)(3) income assets box 20 partner? foreign unrelated, organizations? of Schedule country) excluded from K-1 tax under (Form 1065) sections 512- 514Schedule (Form 990) 2015 ScheduleR(Form990)2015 Page5 Supplemental Information Prowde additional Information for responses to questions on Schedule (see instructions) Return Reference Explanation Schedule (Form 990) 2015