2024-11-13T12:15:58-06:00 2021-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2021-01-01 330522594 AVID CENTER AVID 8583804800 9797 AERO DRIVE 100 SAN DIEGO CA 92123 THUAN NGUYEN PRESIDENT/CEO 8583804800 2024-11-06 1 DEBRA D SMITH CPA P00646873 7604318440 2024-11-06 2021 2024-10-15 13:58:12Z X THUAN NGUYEN 9797 AERO DRIVE 100 SAN DIEGO CA 92123 82886622 0 X WWW.AVID.ORG X 1992 CA TO CLOSE THE OPPORTUNITY GAP SO ALL STUDENTS ARE COLLEGE AND CAREER READY. 12 11 973 11 553 0 1588509 8990754 53363656 60197928 2392057 4582188 3802297 4940878 61146519 78711748 120000 120000 0 0 42385478 41030222 0 0 7720 12639621 13041707 55145099 54191929 6001420 24519819 134506037 156133269 37062793 40835771 97443244 115297498 X TO CLOSE THE OPPORTUNITY GAP BY PREPARING ALL STUDENTS FOR COLLEGE AND SUCCESS IN A GLOBAL SOCIETY. AVID PROVIDES PROFESSIONAL DEVELOPMENT TRAINING TO SCHOOLS IMPLEMENTING AVID. AVID DEVELOPS THE CURRICULUM USED IN THE ELECTIVE AND INSTRUCTIONAL PRACTICES FOR CONTENT AREA. 0 0 46523653 120000 33036640 AVID (ADVANCEMENT VIA INDIVIDUAL DETERMINATION) IS A NON-PROFIT, COLLEGE READINESS SYSTEM THAT CLOSES THE OPPORTUNITY GAP. TODAY, AVID IS IMPLEMENTED IN OVER 7,000 SCHOOLS IN 47 STATES ACROSS THE U.S. PLUS SCHOOLS IN DODEA, CANADA AND AUSTRALIA, AND IMPACTS OVER 2.0 MILLION STUDENTS IN GRADES K-12. THE ORGANIZATION'S PROFESSIONAL LEARNING EFFORTS, THROUGH WHICH OVER 70,000 TRAININGS ARE HELD ANNUALLY, CLASSROOM TEACHERS AND SCHOOL DISTRICT LEADERSHIP ARE MORE FULLY ENGAGED IN THEIR TEACHING WHICH IS A PROVEN MEANS TO IMPACT STUDENT SUCCESS SO THEY MAY ACHIEVE IN COLLEGE, CAREER AND LIFE. 2081653 28219396 AVID CENTER CONDUCTS VIRTUAL TRAININGS ACROSS THE COUNTRY TO PROVIDE PROFESSIONAL DEVELOPMENT TRAINING TO AVID SITES. THE TRAININGS ARE DESIGNED TO ENSURE SUCCESSFUL IMPLEMENTATION OF THE AVID PROGRAM. 13782 2185039 AVID PROVIDES A SERIES OF PROFESSIONAL DEVELOPMENT TO DISTRICT DIRECTORS. DISTRICT DIRECTORS ATTEND VARIOUS SESSIONS, DESIGNED TO HELP THEM LEAD THE AVID PROGRAM IN THEIR DISTRICT. 406224 1697099 AVID CONDUCTS VIRTUAL AND FACE-TO-FACE, TWO-DAY PROFESSIONAL DEVELOPMENT PATH TRAININGS. 406224 1697099 49025312 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 973 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID GREULICH 8583804800 9797 AERO DRIVE SUITE 100 SAN DIEGO CA 92123 SANDY HUSK CHIEF EXECUTIVE OFFICER TERM 3/17/22 40.00 X X 524288 0 68875 DR MATT GIANNESCHI CHAIRMAN 1.00 X X 0 0 0 NORI JUBA VICE CHAIRMAN & TREASURER 1.00 X X 0 0 0 CLARENCE FIELDS SECRETARY 1.00 X X 0 0 0 MARY CATHERINE SWANSON DIRECTOR 1.00 X 0 0 0 THELMA MELENDEZ DIRECTOR 1.00 X 0 0 0 JOSH EDELMAN DIRECTOR 1.00 X 0 0 0 DAVE GORDON DIRECTOR 1.00 X 0 0 0 ROBERT GORDON DIRECTOR 1.00 X 0 0 0 SUE LEVIN DIRECTOR 1.00 X 0 0 0 DRLISETTE NIEVES DIRECTOR 1.00 X 0 0 0 ELIGIO PIMENTEL ESQ DIRECTOR 1.00 X 0 0 0 THUAN NGUYEN CHIEF EXECUTIVE OFFICER START 3/18/22 40.00 X 479402 0 62375 STEVE SILBERMAN EXECUTIVE VP 40.00 X 325062 0 78605 MELISSA FOWLER VICE PRESIDENT 40.00 X 250565 0 32391 ALIBER LOZANO VICE PRESIDENT 40.00 X 238220 0 19500 LYNN KEPP VICE PRESIDENT 40.00 X 250820 0 26000 PATRICK REGNART SENIOR DIRECTOR 40.00 X 246952 0 28158 DAVID ARP SENIOR DIRECTOR 40.00 X 217433 0 29777 DENNIS JOHNSTON SENIOR DIRECTOR 40.00 X 215009 0 37941 EILEEN FRIOU SENIOR DIRECTOR 40.00 X 214228 0 41045 ROBERT LOGAN SENIOR DIRECTOR 40.00 X 208195 0 37184 3170174 0 461851 155 0 1 0 0 8393715 597039 8990754 VIRTUAL LEARNING 900099 29971857 29971857 CONTRACT REVENUE 900099 29587011 29587011 REGISTRATION/VENDOR FEES 900099 639060 639060 60197928 983882 983882 1561495 1560863 632 632 553 79 5594745 1996439 3598306 3598306 3598306 5557818 617572 4940246 4940246 78711748 65138174 553 4582267 120000 120000 2356102 817496 1538606 28122865 27632582 483313 6970 1261720 1182443 79187 90 7069348 6625163 443683 502 2220187 2080687 139342 158 97788 97788 106095 106095 4228509 3834008 394501 65228 65228 160843 143858 16985 2033305 2033305 994180 693952 300228 688041 634783 53258 160189 119602 40587 566229 473707 92522 1436376 1049421 386955 336188 191635 144553 EQUIPMENT RENTAL-CONFER 1020986 996132 24854 0 CREDIT CARD FEES 470090 0 470090 0 REPAIRS & MAINTENANCE 445062 60396 384666 0 PUBLICATIONS/GRAPHICS 188360 168072 20288 0 44238 5054 39184 54191929 49025312 5158897 7720 19375283 41262952 10922295 10929364 6358753 7199224 1104717 867777 920000 1068917 39021233 9318484 31735428 29702749 52874895 52948846 8195666 8875023 3019000 3278417 134506037 156133269 9394345 9798159 1625057 5324832 26043391 25453363 0 259417 37062793 40835771 X 96729809 114508418 713435 789080 97443244 115297498 134506037 156133269 X 24519819 1214535 -7880100 X 0 1 X 1 0 X 2423152 3088499 2340394 1588509 8990754 18431308 64906612 72345915 74853150 57880647 65755746 335742070 67329764 75434414 77193544 59469156 74746500 354173378 0 0 0 354173378 1593083 1308886 1588297 1598946 1181063 7270275 1593083 1308886 1588297 1598946 1181063 7270275 553 553 68922847 76743300 78781841 61068102 75928116 361444206 0.97990 0.97920 0.02010 0.02080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 97788 0 0 97788 0 PART II-B, LINE 1: AVID CENTER RETAINS LOBBYISTS TO PROMOTE AWARENESS OF THE EFFECTIVENESS OF THE AVID ELECTIVE AND ITS IMPORTANCE FOR THE ADVANCEMENT OF EDUCATION FOR CHILDREN IN PUBLIC SECONDARY SCHOOLS. IN THE CURRENT ERA OF DECLINING REVENUE FOR PUBLIC EDUCATION IN MANY STATES, LOBBYING IS ESSENTIAL TO CONTINUE STATE FUNDING FOR AVID, OR MINIMIZE THE IMPACT OF CUTS WHEN REQUIRED. THE LOBBYING ACTIVITY PRIMARILY CONSISTS OF SELECTED MEETINGS WITH VARIOUS OFFICIALS AND AGENCIES BY AVID'S SENIOR MANAGEMENT AND ITS LOBBYING CONSULTANTS TO EXPLAIN THE IMPORTANCE OF AVID. THE LOBBYING ACTUALLY SEEKS TO OBTAIN OR MAINTAIN PROGRAM FUNDING FOR BOTH DIRECT FUNDING OF THE AVID CENTER AND ALSO THE VARIOUS STATE FUNDED LOCAL SCHOOL DISTRICT AND COUNTY BOARDS OF EDUCATION AVID BUDGETS. ADEQUATE FUNDING OF THESE PROGRAMS IS NECESSARY FOR AVID TO CONTINUE TO GROW AND ACCOMPLISH ITS EXEMPT PURPOSE MISSION. 2897856 4590144 7488000 11318064 17927580 7482861 21762783 733929 639653 94276 1553660 1195970 357690 29702749 ALTERNATIVE INVESTMENTS 8875023 F 8875023 OPERATING & FINANCE LEASE LIABILITIES 259417 259417 X 74118523 1214535 2178435 3392970 70725553 106095 7880100 7986195 78711748 56264269 2178435 2178435 54085834 106095 106095 54191929 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH RELATED REVENUE 617,572. RENTAL EXPENSES NETTED WITH RELATED REVENUE 1,560,863. PART XI, LINE 4B - OTHER ADJUSTMENTS: PPP SBA LOAN FORGIVENESS TAX 7,880,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH RELATED REVENUE 617,572. RENTAL EXPENSES NETTED WITH RELATED REVENUE 1,560,863. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICE CONSULTING SERVICES FOR CANADA SCHOOL DISTRICTS 107905 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICE AVID PROGRAM LICENSING 0 2 0 0 0 2 107905 0 107905 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 COLLEGE SCHOLARSHIPS 5 70000 TEACHER SCHOLARSHIPS 5 50000 PART I, LINE 2: COLLEGE SCHOLARSHIPS ARE ADMINISTERED BY THE SAN DIEGO FOUNDATION: FUNDING FOR SCHOLARSHIPS IS SENT DIRECTLY TO THE FINANCIAL AID OFFICE OF THE UNIVERSITY WHICH THE STUDENT PLANS TO ATTEND. AVID ASKS FOR THE FOLLOWING IN ORDER TO SEND PAYMENT TO THE UNIVERSITY: 1. END OF YEAR TRANSCRIPT. 2. UNIVERSITY ACCEPTANCE LETTER AND PROOF OF ENROLLMENT. 3. ALUMNI SURVEY FOR STUDENTS SUCH AS THE FOUNDER'S SCHOLARSHIP RECIPIENT, THAT MUST BE SUBMITTED ANNUALLY. TEACHERS SCHOLARSHIPS: THE TEACHERS FROM CALIFORNIA SUBMIT AN APPLICATION FOR THE SCHOLARSHIP. THERE IS A TEAM OF PEOPLE THAT REVIEW THE APPLICATIONS AND DECIDE ON THE WINNERS. THE FUNDING IS GIVEN DIRECTLY TO THE TEACHERS. THERE IS NO FOLLOW UP. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 SANDY HUSK CHIEF EXECUTIVE OFFICER TERM 3/17/22 369288 0 155000 0 0 0 45500 0 23375 0 593163 0 0 0 THUAN NGUYEN CHIEF EXECUTIVE OFFICER START 3/18/2 363903 0 115499 0 0 0 39000 0 23375 0 541777 0 0 0 STEVE SILBERMAN EXECUTIVE VP 281279 0 43783 0 0 0 45500 0 33105 0 403667 0 0 0 MELISSA FOWLER VICE PRESIDENT 217256 0 33309 0 0 0 12652 0 19739 0 282956 0 0 0 LYNN KEPP VICE PRESIDENT 210905 0 39915 0 0 0 26000 0 0 0 276820 0 0 0 PATRICK REGNART SENIOR DIRECTOR 210391 0 36561 0 0 0 16974 0 11184 0 275110 0 0 0 ALIBER LOZANO VICE PRESIDENT 206965 0 31255 0 0 0 19500 0 0 0 257720 0 0 0 EILEEN FRIOU SENIOR DIRECTOR 185359 0 28869 0 0 0 25506 0 15539 0 255273 0 0 0 DENNIS JOHNSTON SENIOR DIRECTOR 186352 0 28657 0 0 0 26000 0 11941 0 252950 0 0 0 DAVID ARP SENIOR DIRECTOR 188716 0 28717 0 0 0 13393 0 16384 0 247210 0 0 0 ROBERT LOGAN SENIOR DIRECTOR 180677 0 27518 0 0 0 26000 0 11184 0 245379 0 0 0 PART I, LINE 1A AS A PRACTICE, NONE OF THE ABOVE ARE PROVIDED TO AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHEST COMPENSATED EMPLOYEE. AVID CENTER POLICY IS TO USE ECONOMY CLASS AIRFARE BOOKED NO LESS THAN FOURTEEN BUSINESS DAYS IN ADVANCE AND NO MORE THAN NINETY DAYS IN ADVANCE OF TRAVEL. ON RARE OCCASIONS FIRST CLASS TICKETS HAVE BEEN PURCHASED WHEN LOWER FARES HAVE BEEN UNAVAILABLE AND BUSINESS NEEDS DICTATE THE TRIP. AN EXCEPTION MAY ALSO BE MADE FOR HEALTH RELATED ISSUES. PART I, LINE 4A SANDY HUSK - CHIEF EXECUTIVE OFFICER RETENTION BONUS $155,000. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 000000000 2017-01-10 21951472 BUILDING PURCHASE 0 0 0 A 21951472 154349 21797123 2017 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990 AMENDED RETURN STATEMENT: THE ORGANIZATION IS AMENDING FORM 990 TO INCLUDE SCHEDULE K. THE ORGANIZATION UPDATED PART IV LINE 24A TO YES AND HAS COMPLETED SCHEDULE K SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN FINAL DRAFT FORM BY THE CEO, CONTROLLER, SENIOR DIRECTOR OF BUSINESS SERVICES ALONG WITH THE AUDIT COMMITTEE. ONCE THE 990 IS APPROVED BY THE AUDIT COMMITTEE, COPIES ARE DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD SIGNS A COPY OF THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO NOTIFY AVID CENTER OF ANY PROPOSED OR ONGOING TRANSACTIONS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST BY WRITING TO THE CEO OR BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 EVERY OTHER YEAR THE CHAIRMAN OF THE BOARD OUTSOURCES AN INDEPENDENT SALARY SURVEY FOR EVP POSITIONS AND ABOVE. RESULTS ARE PRESENTED TO THE CEO WHO REVIEWS AND APPROVES ANY ADJUSTMENTS FOR EVP POSITIONS AND THE BOARD APPROVES THE CEO'S COMPENSATION. RESULTS WILL BE PRESENTED TO THE CHIEF EXECUTIVE OFFICER WHO WILL REVIEW AND APPROVE ANY ADJUSTMENTS FOR EXECUTIVE TEAM POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS, WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. FORM 990, PART XI, LINE 9: PPP LOAN FORGIVENESS TAX JANUARY 2021 -7,880,100.