2024-02-01T09:19:32-06:00 2023-05-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2022-06-01 853619218 THE CAHN FELLOWS PROGRAMS CAHN 6828959001 PO BOX 231077 NEW YORK NY 10023 JONATHAN SMITH DIRECTOR OF BUSINESS & FINANCE 6828959001 2024-01-30 1 JONATHAN SMITH 999009999 0 MATTHEW D PECK CPA P00029866 2148717500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JONATHAN SMITH PO BOX 231077 NEW YORK NY 10023 3495327 0 X WWW.CAHNFELLOWSPROGRAMS.ORG X 2020 NY TO IMPROVE PUBLIC SCHOOL SYSTEMS BY PROVIDING DISTINGUISHED SCHOOL LEADERS WITH ADVANCED PROFESSIONAL DEVELOPMENT AND RECOGNITION. 14 13 9 41 0 0 1626496 2989599 238000 412128 5896 4314 820 -189468 1871212 3216573 0 0 0 0 627577 1016629 0 0 314806 1063072 1732843 1690649 2749472 180563 467101 718816 1259740 116678 190501 602138 1069239 THE CAHN FELLOWS PROGRAMS SEEK TO IMPROVE PUBLIC SCHOOL SYSTEMS BY PROVIDING DISTINGUISHED SCHOOL LEADERS WITH ADVANCED PROFESSIONAL DEVELOPMENT AND RECOGNITION. 0 0 1698675 317128 THE CAHN FELLOWS DISTINGUISHED PRINCIPALS PROGRAM: OUR FLAGSHIP PROGRAM, FEATURING FACULTY FROM TEACHERS COLLEGE, COLUMBIA UNIVERSITY, PROVIDES BOTH RECOGNITION AND ADVANCED PROFESSIONAL DEVELOPMENT FOR THE HIGHEST PERFORMING PRINCIPALS AROUND THE COUNTRY. OUR PROGRAM RECOGNIZES, SUPPORTS AND EMPOWERS PRINCIPALS AS THEY NAVIGATE THE CHALLENGES OF LEADERSHIP. OUR CURRICULUM PRIORITIZES EQUITY, DIVERSITY AND INCLUSION, BALANCING ADVANCED PROFESSIONAL LEARNING WITH WELLNESS. PARTICIPANTS CREATE LONG-LASTING NETWORKS OF PEERS FROM ACROSS THE NATION, LEARNING FROM AND WITH EACH OTHER. THIS PROGRAM IS AVAILABLE TO PRINCIPALS IN NEW YORK CITY, CHICAGO, DENVER, MIAMI, TAMPA, ATLANTA, ARLINGTON, DALLAS, SAN ANTONIO AND LOS ANGELES AND PRINCE WILLIAM COUNTY 244945 95000 THE CAHN ACCOMPLISHED PRINCIPALS PROGRAM: PARTNER CITY DISTRICTS AND ALUMNI HAVE TOLD THE ORGANIZATION THE ENORMOUS IMPORTANCE OF PROGRAMMING FOR 3-4 YEAR PRINCIPALS. THEY KNOW THAT THE 3-4 YEAR POINT IS A CRISIS STAGE AND THAT PROFESSIONAL DEVELOPMENT IS TYPICALLY NOT AVAILABLE TO THIS GROUP. 194074 THE CAHN FELLOWS ALUMNI PROGRAM: PROGRAMS DESIGNED FOR ALUMNI WHO CONTINUE TO BE ADULT LEARNERS AND HAVE A DESIRE TO NETWORK WITH THEIR PEERS. ENGAGING ALUMNI WILL ENTAIL: (A) THE EXPANSION OF ALUMNI PROGRAMMING IN EACH CITY TO BROADEN THE NETWORK OF DISTINGUISHED CAHN FELLOWS; (B) THE DEEPENING OF LOCAL RELATIONSHIPS IN EACH PARTNER CITY BY CREATING A CIRCLE OF INFLUENCE INCLUSIVE OF FELLOWS, ALUMNI, ADVISORY COUNCIL MEMBERS AND SCHOOL DISTRICTS; (C) THE HOSTING OF ANNUAL NATIONAL CAHN FELLOWS CONFERENCES TO RECONNECT ALUMNI; AND (D) AND THE EXPANSION OF PROGRAM CONTENT THROUGH ALUMNI-CREATED WEBINARS. 2137694 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA IL NY CO DC PA WA FL X GEORGE SIMS 6828959001 PO BOX 231077 NEW YORK NY 10023 CHARLES CAHN CHAIR 2.00 X X 0 0 0 JONATHAN SMITH DIRECTOR OF BUSINESS & FINANCE 44.00 X X 197500 0 10815 MASON HAUPT SECRETARY 0.25 X X 0 0 0 ANDREW S ADELSON DIRECTOR 2.00 X 0 0 0 BILL ALBERS DIRECTOR 0.25 X 0 0 0 AMANDA CAHN DIRECTOR 0.25 X 0 0 0 RASHID DAVIS DIRECTOR 0.25 X 0 0 0 KIRSTEN BUSCH JOHNSON DIRECTOR 0.25 X 0 0 0 MOSES OJEDA DIRECTOR 0.25 X 0 0 0 TARA SHELTON DIRECTOR 0.25 X 0 0 0 NANCY STREIM DIRECTOR 0.25 X 0 0 0 JONATHAN STOEL DIRECTOR 0.25 X 0 0 0 STEVE SUSSMAN DIRECTOR 0.25 X 0 0 0 FRANK TRAINER DIRECTOR 2.00 X 0 0 0 BARBARA MCKEON SENIOR PROGRAM DIRECTOR 40.00 X 163669 0 15403 SUSAN ROWDEN SYSTEMS ADMINISTRATOR (LEFT 4/14/23) 40.00 X 101057 0 13833 462226 0 40051 3 0 1 0 ETC VENUES NYC LLC 1780 HUGHES LANDING BLVD STE 400 THE WOODLANDS TX 77380 VENUE RENTAL AND CATERING 112735 1 880556 2109043 2989599 DISTINGUISHED PRINCIPALS 611430 317128 317128 CAHN LEADERSHIP LAB 611430 95000 95000 412128 4642 4642 9458 9786 -328 -328 -328 79500 880556 268968 -189468 -189468 3216573 412128 0 -185154 401388 250739 107606 43043 472239 361343 8601 102295 8426 6567 1859 65688 46956 6082 12650 68888 48380 8870 11638 1897 1897 87135 72920 14215 95446 67032 12290 16124 40100 40100 34181 17926 16255 65332 10854 14054 40424 1314090 1268258 32978 12854 4288 3471 817 SHARED EXPENSES 56264 56264 DISTINGUISHED PRINCIPAL 20560 20560 EVENT PLANNING AND ADMI 12809 10277 2532 LEADERSHIP LAB EVENT PL 597 597 144 144 2749472 2137694 296972 314806 443313 921244 27706 2779 42484 32463 97585 240261 170721 718816 1259740 116678 190501 116678 190501 X 602138 1069239 602138 1069239 718816 1259740 467101 0 X X 0 1 X 1 0 X 1226963 1626504 2989599 5843066 1226963 1626504 2989599 5843066 3382216 2460850 5 4642 4647 820 0 820 5848533 656378 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3485541 0 3485541 -268968 -268968 3216573 3018440 0 3018440 -268968 -268968 2749472 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE (THE "CODE"), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. FOR THE YEARS ENDED MAY 31, 2023 AND 2022, THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. THE ORGANIZATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATION THEREOF. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE ORGANIZATION'S INFORMATIONAL RETURNS FILED ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FOR GALA -268,968. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES FOR GALA -268,968. GALA 960056 880556 79500 111600 157368 960056 880556 79500 111600 157368 268968 -189468 X X X X 0 1 0 0 0 0 0 0 0 JONATHAN SMITH DIRECTOR OF BUSINESS & FINANCE 177500 0 20000 0 0 0 5325 0 5490 0 208315 0 0 0 BARBARA MCKEON SENIOR PROGRAM DIRECTOR 163669 0 0 0 0 0 4913 0 10490 0 179072 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLES CAHN AND AMANDA CAHN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY WERE IN EXISTENCE FOR FISCAL YEAR 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE SHARED WITH AND REVIEWED BY THE BOARD'S BUDGET AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER WILL REVIEW AND SIGN AN ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY UPON ADOPTION AND IN MAY OF EACH EVEN-NUMBERED YEAR. THE CONFLICT OF INTEREST POLICY STATES THAT: A) ANY RESPONSIBLE PERSON WHO HAS A POTENTIAL CONFLICT OF INTEREST SHALL DISCLOSE THAT TO THE PRESIDENT OF THE CAHN FELLOWS PROGRAM. B) IF THE PRESIDENT DEEMS THE MATTER TO BE A CONFLICT, THE PRESIDENT SHALL INFORM THE RESPONSIBLE PERSON TO AVOID THE TRANSACTION OR AGREEMENT. THE PRESIDENT WILL INFORM OUR PROGRAM'S SENIOR STAFF, DEFINED AS THE NATIONAL DIRECTOR AND PROGRAM DIRECTOR, OF THAT DECISION. C) IF THE RESPONSIBLE PERSON DISAGREES WITH THE PRESIDENT'S CONCLUSION, HE/SHE MAY TAKE THE MATTER TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD WITH AN ANNUAL REVIEW. ALL OTHER POSITIONS ARE ANNUALLY REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BUDGET AND FINANCE COMMITTEE OVERSEES THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.