2024-03-14T17:38:27-05:00 2023-06-30 223008776 HAEFELE FLANAGAN & CO PC 1000 S LENOLA ROAD MAPLE SHADE NJ 08052 990 2022-07-01 831317787 ALLIANCE FOR EDUCATION FOUNDATION INC ALLI 2152324892 1722 CECIL B MOORE AVENUE PHILADELPHIA PA 19121 BERNARD SAVAGE PRESIDENT 2152324892 2024-02-21 1 BERNARD SAVAGE XXX-XX-XXXX 1 DAVID J GILL JR P00935081 8567225300 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BERNARD SAVAGE 1722 CECIL B MOORE AVENUE PHILADELPHIA PA 19121 1162498 0 X N/A X 2018 PA TO SUPPORT THE MISSION AND ACTIVITIES OF ALLIANCE FOR PROGRESS CHARTER SCHOOL 3 3 0 3 0 0 0 0 0 0 647 51104 826231 1111394 826878 1162498 0 0 0 0 0 0 0 0 0 1247695 1222119 1247695 1222119 -420817 -59621 16723738 16451095 18722564 18509542 -1998826 -2058447 TO SUPPORT THE MISSION AND ACTIVITIES OF ALLIANCE FOR PROGRESS CHARTER SCHOOL 0 0 847690 1111394 ALLIANCE FOR EDUCATION FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION OF ALLIANCE FOR PROGRESS CHARTER SCHOOL (THE "SCHOOL"), BY ENGAGING IN ACTIVITIES THAT THE SCHOOL WOULD OTHERWISE ENGAGE IN ON ITS OWN BEHALF, SUCH AS HOLDING TITLE TO AND MANAGING ASSETS OF THE SCHOOL, PROVIDING SERVICES, SUCH AS FUNDRAISING, TO SUPPORT THE SCHOOL'S EDUCATIONAL AND TRAINING PROGRAMS; ENGAGING IN COMMUNITY DEVELOPMENT ACTIVITIES, PARTICULARLY THE DEVELOPMENT AND OPERATION OF FACILITIES IN ORDER FOR THE SCHOOL TO SERVE AS A CHARTER SCHOOL AND MAKING CHARITABLE DONATIONS AND OTHER CHARITABLE TRANSFERS TO THE SCHOOL 847690 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 2152324892 1722 CECIL B MOORE AVE PHILADELPHIA PA 19121 X BERNARD SAVAGE PRESIDENT 0.50 X X 0 0 0 DR KENNETH SCOTT SECRETARY/TREASURER 0.50 0.30 X X 0 0 0 SHALIMAR THOMAS BOARD MEMBER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 51104 51104 1111394 0 1111394 1111394 1111394 1162498 1111394 0 51104 847690 847690 365417 365417 9012 9012 1222119 847690 374429 0 83624 83624 1246150 1345255 7000 669 16127248 1105701 15386964 15021547 16723738 16451095 18702160 18486456 20404 23086 18722564 18509542 X -1998826 -2058447 -1998826 -2058447 16723738 16451095 -59621 0 X X 0 1 X 1 0 X X 1 ALLIANCE FOR PROGRESS CHARTER SCHOOL 232961059 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3: THE ORGANIZATION'S USE OF THE INCOME OR ASSETS IS PRIMARILY FOR THE SUPPORTING ORGANIZATION (ALLIANCE FOR PROGRESS CHARTER SCHOOL) HAS INPUT IN THE INVESTMENT POLICIES AND THE USE OF INCOME OR ASSETS BUT FINAL DECISION IS BASED ON THE FOUNDATION'S BOARD. THE FOUNDATION IS REPORTED AS A COMPONENT UNIT OF THE SCHOOL'S AUDIT. PART IV, SECTION E, LINE 2A: THE PURPOSE OF ALLIANCE FOR EDUCATION FOUNDATION IS TO SUPPORT ALLIANCE FOR PROGRESS CHARTER SCHOOL (AFPCS) THROUGH FINANCIAL ASSISTANCE AND PROGRAMS FOR THE BENEFIT OF THE STUDENTS OF AFPCS. ADDITIONALLY, THE FOUNDATION PROVIDES THE BUILDING SPACE THAT AFPCS USES TO CONDUCT THEIR ACTIVITIES. THE FOUNDATION HAD NO OTHER ACTIVITIES. PART IV, SECTION E, LINE 2B: IF THE FOUNDATION DID NOT PROVIDE THE BUILDING THAT AFPCS CONDUCTS ITS EDUCATIONAL ACTIVITIES IN, AFPCS WOULD HAVE TO FIND A NEW SPACE WHICH MAY NOT BE IN THEIR TARGET AREA OR MAY NOT BE CONDUCIVE TO PROVIDING THE EDUCATIONAL ACTIVITIES THE GROWING ENROLLMENT SIZE OF AFPCS. 4772933 4772933 10868003 962322 9905681 486312 143379 342933 15021547 DUE TO AFP CHARTER SCHOOL 23086 23086 X PART X, LINE 2: AEF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE ("IRC OR THE "CODE"). AREHC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(2) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. FOR THE YEAR ENDED JUNE 30, 2023, NEITHER OF THE ORGANIZATIONS HAD UNRELATED BUSINESS INCOME. THE ORGANIZATIONS HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATIONS' FEDERAL EXEMPT ORGANIZATION INCOME TAX RETURNS (FORM 990) FOR 2022, 2021, AND 2020, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"), GENERALLY FOR UP TO THREE YEARS AFTER FILED. A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XFU2 2019-08-18 2295000 PURCHASE AND RENOVATIONS OF BUILDING 0 0 0 B PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XFV0 2019-08-18 5525000 PURCHASE AND RENOVATIONS OF BUILDING 0 0 0 C PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XFW8 2019-08-18 10210000 PURCHASE AND RENOVATIONS OF BUILDING 0 0 0 A 2333331 17646 9180 4958 2301547 0 0 0 1 B 5752806 424814 276250 119368 4932374 0 0 0 1 C 10553686 785040 510500 220588 9037558 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH OMNIVEST MANAGEMENT, LLC FOR OUTSOURCED ACCOUNTING SERVICES. OMNIVEST MANAGEMENT, LLC DOES NOT HAVE APPROVAL AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO EACH FOUNDATION BOARD MEMBER, ALLIANCE FOR PROGRESS CHARTER SCHOOL BOARD, AND THE OUTSOURCED ACCOUNTING PROVIDER PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND ANY AUTHORIZED COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IS A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS: 1) THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. 2) THE BOARD IN ITS DISCRETION MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. 3) THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR OR REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND ANY AUTHORIZED COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IS A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS: 1) THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. 2) THE BOARD IN ITS DISCRETION MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. 3) THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR OR REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ALLIANCE FOR PROGRESS CHARTER SCHOOL 1722 CECIL B MOORE AVE PHILADELPHIA PA 19121 232961059 CHARTER SCHOOL PA 501(C)(3) LINE 2 N/A 0 ALLIANCE REAL ESTATE HOLDING COMPANY 1821-39 CECIL B MOORE AVE PHILADELPHIA PA 19121 743181570 FORMERLY HELD PROPERTY FOR THE BENEFIT OF AFPCS PA 501(C)(3) N/A 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 ALLIANCE FOR PROGRESS CHARTER SCHOOL J 1111394 ACTUAL ALLIANCE FOR PROGRESS CHARTER SCHOOL D 23086 ACTUAL