Civic Intelligence

Advance Illinois Nfp

990 • Fiscal year 2016 • EIN 26-2052733

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

303 E Wacker Drive 500Chicago, IL 60601

(312) 235-4531

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$223,256

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,129,154

Up $386,753 (+22%) from 2015

Net Assets

Up

$1,955,174

Up $272,843 (+16%) from 2015

Liabilities

Up

$173,980

Up $113,910 (+190%) from 2015

Revenue

Down

$2,522,228

Down $440,146 (-15%) from 2015

Expenses

Down

$2,249,385

Down $27,401 (-1.2%) from 2015

Net Income

Down

$272,843

Down $412,745 (-60%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,691,450Liabilities 2010: $109,978Net Assets 2010: $1,581,4722010Assets 2012: $1,414,683Liabilities 2012: $60,597Net Assets 2012: $1,354,0862012Assets 2013: $1,860,328Liabilities 2013: $41,156Net Assets 2013: $1,819,1722013Assets 2015: $1,742,401Liabilities 2015: $60,070Net Assets 2015: $1,682,3312015Assets 2016: $2,129,154Liabilities 2016: $173,980Net Assets 2016: $1,955,1742016Assets 2017: $1,886,519Liabilities 2017: $209,618Net Assets 2017: $1,676,9012017Assets 2018: $2,759,965Liabilities 2018: $260,199Net Assets 2018: $2,499,7662018Assets 2019: $2,862,412Liabilities 2019: $220,058Net Assets 2019: $2,642,3542019Assets 2020: $3,941,311Liabilities 2020: $172,170Net Assets 2020: $3,769,1412020Assets 2021: $4,175,192Liabilities 2021: $117,751Net Assets 2021: $4,057,4412021Assets 2022: $5,871,438Liabilities 2022: $523,029Net Assets 2022: $5,348,4092022Assets 2024: $6,834,245Liabilities 2024: $320,390Net Assets 2024: $6,513,8552024

Highlighted filing

2016

Assets$2,129,154
Liabilities$173,980
Net Assets$1,955,174

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,478,4152010Expenses 2012: $1,645,4812012Revenue 2013: $2,219,848Expenses 2013: $1,754,762Net Income 2013: $465,0862013Revenue 2015: $2,962,374Expenses 2015: $2,276,786Net Income 2015: $685,5882015Revenue 2016: $2,522,228Expenses 2016: $2,249,385Net Income 2016: $272,8432016Revenue 2017: $2,094,002Expenses 2017: $2,382,775Net Income 2017: -$288,7732017Revenue 2018: $3,259,906Expenses 2018: $2,437,041Net Income 2018: $822,8652018Revenue 2019: $2,649,195Expenses 2019: $2,506,607Net Income 2019: $142,5882019Revenue 2020: $3,609,841Expenses 2020: $2,483,054Net Income 2020: $1,126,7872020Revenue 2021: $3,046,236Expenses 2021: $2,757,936Net Income 2021: $288,3002021Revenue 2022: $3,999,538Expenses 2022: $2,671,612Net Income 2022: $1,327,9262022Revenue 2024: $2,877,124Expenses 2024: $3,094,288Net Income 2024: -$217,1642024

Highlighted filing

2016

Revenue$2,522,228
Expenses$2,249,385
Net Income$272,843
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$2,522,228
Mission and Program Overview

Mission

Mission: Advance Illinois was founded to be an objective voice in supporting a healthy public education system that prepares all students for college, career, and democratic citizenship. (continued on Schedule O)

Advance Illinois was founded to be an objective voice in supporting a healthy public education system that prepares all students for college, career, and democratic citizenship. Advance Illinois is guided by the conclusion that driving significant improvement in education outcomes requires a comprehensive approach over many years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$465,567$1,166,234▲ $700,667
Pledges and Grants Receivable$632,208$743,142▲ $110,934
Land, Buildings, and Equipment, Net$28,480$95,781▲ $67,301
Cash and Non-Interest-Bearing Accounts$573,515$85,253▼ $488,262
Accounts Receivable$2,671$25,413▲ $22,742
Prepaid Expenses and Deferred Charges$39,960$13,331▼ $26,629
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Total Assets$1,742,401$2,129,154▲ $386,753
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$60,070$173,980▲ $113,910
Other Liabilities$0$0→ $0
Total Liabilities$60,070$173,980▲ $113,910
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,086,891$1,109,783▲ $22,892
Unrestricted Net Assets$595,440$845,391▲ $249,951
Total Net Assets Fund Balance$1,682,331$1,955,174▲ $272,843
Total Liabilities and Net Assets / Fund Balance$1,742,401$2,129,154▲ $386,753

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95,781$42,224$138,005
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Executive DirectorFT$198,510$24,746$223,256
-Deputy DirectorFT$121,500$37,580$159,080
-DirectorFT$111,582$23,264$134,846
-Development DirectorFT$121,539$7,279$128,818

Board Members and Trustees

NameTitle
-Chair
-Chair Emeritus
-Chair of Executive Committee
-Director (Partial Year)
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,364,449
Program Service Revenue
$130,000
Investment Income
$667
Other Revenue
$27,112
All Other Contributions
$2,364,449
Change in Net Assets
$272,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,522,228
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$37,500
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$2,559,728
Total Revenue per Form 990
$2,522,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,353,359
Other Expenses$896,026
Total Fundraising Expense$135,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$782,001$70,069$80,265$932,335
Fees for Services Other$282,998$117,146$14,116$414,260
Current Officers, Directors, Trustees, and Key Employees$153,774$49,389$20,093$223,256
Other Employee Benefits$89,375$7,751$4,779$101,905
Office Expenses$62,262$18,344$5,105$85,711
Payroll Taxes$67,721$10,633$7,233$85,587
Conferences and Meetings$73,198$2,968-$76,166
Fees for Services Lobbying$71,557--$71,557
Fees for Services Accounting-$65,289$2,572$67,861
Travel$51,768$2,083-$53,851
Information Technology$37,224$14,050$103$51,377
Occupancy$17,734$548-$18,282
All Other Expenses$0$15,350$235$15,585
Depreciation Depletion-$13,404-$13,404
Pension Plan Contributions$7,273$1,983$1,020$10,276
Insurance-$5,681-$5,681
Fees for Services Legal-$2,373-$2,373
Other Expenses$18,000$1,709-$1,709
Interest-$209-$209
Total Functional Expenses$1,714,885$398,979$135,521$2,249,385

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,286,885
Expenses per Audited Statements$2,249,385
Total Expenses per Form 990$2,249,385
Expenses Not Reported on Form 990$37,500
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15B COMPENSATION OF OTHER OFFICER & KEY EMPLOYEES

The organization does not have any other officers or key employees per the irs definition, therefore this question is not applicable and has intentionally been checked "no".

Form 990, Part VI, Line 11B Review of form 990 by governing body

The executive director provides a copy of the 990 to the full board and also reviews it with the organization's executive committee prior to filing with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

Each year the office manager requests completed forms from each board member. If any of the forms identify potential conflicts that may be detrimental to the interests of Advance Illinois, they would be provided to the Executive Director for further review.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Advance Illinois organized a search committee and used Koya Partners to recruit the Executive Director who has served in this role since 2016. Annually, the Executive Committee reviewed the Executive Director's performance and relied on their knowledge of the local market to ensure comparability with similar positions at similar organizations.

Form 990, Part VI, Line 19 Required documents available to the public

Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Advance Illinois NFP
EIN
26-2052733
Phone
3122354531
Address
303 E WACKER DRIVE 500, Chicago, IL 60601

Signing Officer

Name
Ginger Ostro
Title
Executive Director
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
15
Volunteers
25

Preparer

Firm
Crowe Horwath Llp
Address
225 West Wacker Drive Suite 2600, Chicago, IL 60606-1224
Preparer
John Woodhull
Phone
3128997000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1 The organization'S mission

Advance Illinois is guided by the conclusion that driving significant improvement in education outcomes requires a comprehensive approach over many years. Specifically: (1) Significant progress improving student outcomes takes many years to achieve. While student performance can improve immediately following education policy changes, the systemic nature of reform means it generally takes states one to two decades to achieve meaningful growth in outcomes, with more progress left to be done (2) A student-centric reform agenda is a necessary foundation for improvement. Policies that prioritize students and focus on key levers, such as quality early education, high standards and rigorous curriculums, school accountability, and talented educators, are essential in laying the groundwork for continuous improvement. (3) But passing these policies is not enough; implementation and evaluation with fidelity must follow, with support at the community and state levels. Legislative wins are step one, but to realize impact states must see policies all the way through implementation and evaluation, which requires local and state leadership and support. (4) Funding adequacy and equity are individually important, but more powerful together. States that have high levels of fairly-distributed funding have risen to the top nationally in overall student performance. (5) Beyond these fundamentals, additional measures are necessary to close achievement gaps and ensure all students are college- and career-ready. Even leading states face large achievement gaps and underprepared students, suggesting that student support strategies require increased attention and more targeted intervention.

Form 990, Part IX, Line 11G Other Fees

Development Contractor - Total Expense: 5130, Program Service Expense: 3504, Management and General Expenses: 1451, Fundraising Expenses: 175; Communications Consulting - Total Expense: 53863, Program Service Expense: 36796, Management and General Expenses: 15232, Fundraising Expenses: 1835; Interns/Grant Writers - Total Expense: 14735, Program Service Expense: 10066, Management and General Expenses: 4167, Fundraising Expenses: 502; Sub-contracts to Other Orgs - Total Expense: 42500, Program Service Expense: 29034, Management and General Expenses: 12018, Fundraising Expenses: 1448; Staffing Services - Total Expense: 9826, Program Service Expense: 6713, Management and General Expenses: 2778, Fundraising Expenses: 335; Outside Contract Services - Total Expense: 89728, Program Service Expense: 61297, Management and General Expenses: 25373, Fundraising Expenses: 3058; Outreach Contract Services - Total Expense: 5000, Program Service Expense: 3416, Management and General Expenses: 1414, Fundraising Expenses: 170; Policy & Research Contractor - Total Expense: 193478, Program Service Expense: 132172, Management and General Expenses: 54713, Fundraising Expenses: 6593;

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Advance Illinois is exempt from federal income taxes under section 501 (c)(3) of the Internal Revenue Code and, therefore, has made no provision for federal income taxes in the accompanying financial statements. There were no income tax related interest or penalties recognized by the Organization for the years ended December 31, 2015 and 2014. The Organization has not been examined by any tax jurisdiction. The Organization has no on-going federal, state or local tax audit; however, the Organization's tax returns for 2012 and subsequent years are open to examination. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization would recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. A tax position is recognized as a benefit only if it is more likely than not that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more likely than not test, no tax benefit is recorded.

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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt19Rebecca Wattleworth
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt20Ginger L Ostro
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR OF EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director (Partial Year)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Director (Partial Year)
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IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Deputy Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Development Director
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IRS990/MissionDesc0Mission: Advance Illinois was founded to be an objective voice in supporting a healthy public education system that prepares all students for college, career, and democratic citizenship. (continued on Schedule O)
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLICATIONS & COMMUNICATIONS: Advance Illinois develops and commissions reports to spotlight areas of interest for education reform in Illinois. The organization produced various subject-matter briefs and publications, which were released through the Advance Illinois-managed websites: Funding Illinois' Future (FundingILFuture.org); Real Learning for Real Life (RealLearningIL.org); and Advance Illinois (AdvanceIllinois.org). All publications and communications are used in Advance Illinois events and outreach to highlight progress made and galvanize the public in support of reforms underway.
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IRS990/ProgSrvcAccomActy3Grp/Desc0POLICY OUTREACH & COMMUNITY ENGAGEMENT: Advance Illinois actively engages with educators, business and community leaders, students and families, and policymakers to push for meaningful action to strengthen public education and improve student performance. Advance Illinois works with local and national organizations; education researchers; the state's education agencies (Illinois State Board of Education, Illinois Board of Higher Education, and the Illinois Community College Board); the state's executive branch; the state's P-20 Council; the state's General Assembly and various legislative work groups. Advance Illinois conducts outreach with community groups, education stakeholder groups (e.g. teacher unions and school management groups), the media, and the general public. Advance Illinois shapes and promotes a thoughtfully-researched education policy framework that begins with the objective to expand access to high quality early childhood education and support students to post-secondary success. From birth to career, Advance Illinois envisions a healthy education system to supports five interconnected goals: (1) create rigorous learning environments with high expectations; (2) hire, develop and retain the great teachers and leaders; (3) give schools the resources they need; (4) engage families and provide necessary student supports; and (5) promote continuous improvement and innovation.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.32$6.51$2.88$3.09$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.52$5.35$4.00$2.67$1.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.12$4.06$3.05$2.76$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.17$3.77$3.61$2.48$1.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.22$2.64$2.65$2.51$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.26$2.50$3.26$2.44$0.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.21$1.68$2.09$2.38$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.17$1.96$2.52$2.25$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.06$1.68$2.96$2.28$0.69
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.04$1.82$2.22$1.75$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.06$1.35$1.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.11$1.58$1.48