2025-11-17T14:02:35-06:00 2024-12-31 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2024-01-01 205320422 EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION EDVO 9164883868 1107 9TH STREET 300 SACRAMENTO CA 95814 MARSHALL TUCK CEO 9164883868 2025-11-16 1 0 LIOR TEMKIN P00748170 3104773924 2025-11-16 2024 2025-03-06 01:10:19Z MARSHALL TUCK 1107 9TH STREET 300 SACRAMENTO CA 95814 2305687 0 X WWW.EDVOICEINSTITUTE.ORG X 2006 CA DEVELOP AND PROMOTE POLICY SOLUTIONS THAT WILL RESHAPE PUBLIC EDUCATION IN CALIFORNIA. 5 5 0 5 0 0 2903542 2268917 0 0 6441 36770 0 0 2909983 2305687 221623 64500 0 0 490855 992496 0 0 116800 464543 438493 1177021 1495489 1732962 810198 2259944 3368335 484 298677 2259460 3069658 EDVOICE INSTITUTE DEVELOPS AND PROMOTES POLICY SOLUTIONS THAT WILL RESHAPE PUBLIC EDUCATION IN CALIFORNIA SO THAT STUDENTS FROM LOW-INCOME COMMUNITIES HAVE FUTURES FILLED WITH OPPORTUNITY. 0 0 895370 EDUCATION POLICY AND ISSUE ELEVATION: EDVOICE INSTITUTE CONDUCTED RESEARCH AND POLICY ANALYSIS TO IMPROVE LITERACY OUTCOMES AND STRENGTHEN THE TEACHER WORKFORCE IN CALIFORNIA. CREATED AND LED THE CALIFORNIA LITERACY COALITION AND THE TEACHERS MATTER INITIATIVE, PRODUCED DATA AND BRIEFS INFORMING STATE POLICYMAKERS AND EDUCATION LEADERS, AND SUPPORTED IMPLEMENTATION OF EVIDENCE-BASED READING INSTRUCTION. 264500 64500 SUPPORTED ADVOCACY EFFORTS: EDVOICE INSTITUTE SUPPORTED PARTNER ORGANIZATIONS AND COALITIONS TO ADVANCE EDUCATION POLICY SOLUTIONS THAT IMPROVE STUDENT LEARNING AND TEACHER SUCCESS. EDVOICE INSTITUTE GRANTS SUPPORTED PARTNERS IN RUNNING COLLABORATIVE CAMPAIGNS, PUBLIC ENGAGEMENT EFFORTS, AND STRATEGIC COMMUNICATIONS. THIS HELPED BUILD SUPPORT FOR RESEARCH-BASED REFORMS IN LITERACY AND TEACHER WORKFORCE DEVELOPMENT. 1159870 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X MIGHTY NONPROFITS 4159997439 603 PLUMAS CT MARTINEZ CA 94553 X SUSAN BLOOMFIELD BOARD MEMBER 0.50 0.50 X 0 0 0 CATHY BEAUPAIN BOARD MEMBER 0.50 0.50 X 0 0 0 LOREN BENDELE BOARD MEMBER 0.50 0.50 X 0 0 0 STEFANIE PHILLIPS BOARD MEMBER 0.50 0.50 X 0 0 0 MICHAEL STOPPELMAN BOARD MEMBER 0.50 0.50 X 0 0 0 MARSHALL TUCK CEO 14.60 25.40 X 96826 169253 43875 JILLIAN KWAN-JACOBS BOARD SECRETARY & DIR OF FIN OPS 20.00 20.00 X 50206 50206 20014 ERIKA DAVIS UNTIL 102024 COO & CONSULTANT 20.00 20.00 X 29211 29211 1790 HEATHER CALOMESE CHIEF POLICY & ADVOCACY OFFICER 37.70 2.30 X 216376 13079 35439 DOMINIQUE DONETTE DIR OF GOV AFFAIRS 16.20 23.80 X 65399 95682 15904 STEVEN ALMAZAN DIR OF POLICY & PARTNERSHIPS 36.70 3.30 X 147710 13370 15811 ABBY RIDLEY-KERR DIR OF POLICY & RESEARCH 31.50 8.50 X 126834 34246 15582 COURTNEY REED DIR OF MARKETING & COMMS 15.00 25.00 X 59386 99019 15888 791948 504066 164303 3 0 1 0 0 2268917 2268917 36770 36770 2305687 0 0 36770 64500 64500 203112 50807 105816 46489 649632 597767 5342 46523 6434 6434 75883 62825 5557 7501 57435 45027 6103 6305 12138 12138 25783 25783 137326 89062 48264 2839 2839 43012 32800 5023 5189 15978 6392 4793 4793 200000 200000 DUES & SUBSCRIPTIONS 1417 1417 1495489 1159870 218819 116800 1049567 468985 205165 1829350 500000 1070000 505212 2259944 3368335 484 298677 484 298677 X 1759460 1999658 500000 1070000 2259460 3069658 2259944 3368335 810198 0 X 0 1 X 1 0 X 1091516 601663 230600 2903542 2268917 7096238 1091516 601663 230600 2903542 2268917 7096238 4779990 2316248 196 53 137 6441 36770 43597 7139835 0.32440 0.32480 X THE ORGANIZATION RECEIVED 32.44% OF ITS SUPPORT FROM THE PUBLIC OVER THE APPLICABLE FIVE-YEAR PERIOD, EXCEEDING THE 10% MINIMUM REQUIRED UNDER THE FACTS-AND-CIRCUMSTANCES PUBLIC SUPPORT TEST. THE ORGANIZATION HAS A LONG RECORD OF BROAD PUBLIC SUPPORT, AS REFLECTED IN ITS MANY PRIOR YEARS OF SATISFYING THE ONE-THIRD PUBLIC SUPPORT TEST. IT CONTINUES TO EXPAND AND DIVERSIFY ITS BASE OF SUPPORT AND RECEIVES FUNDING FROM A MIX OF FOUNDATIONS AND INDIVIDUAL DONORS. NO SINGLE DONOR OR BOARD MEMBER PROVIDES A LEVEL OF SUPPORT THAT COULD RESULT IN UNDUE INFLUENCE OR CONTROL. THE BOARD INCLUDES INDIVIDUALS FROM DIVERSE PROFESSIONAL BACKGROUNDS AND PROVIDES INDEPENDENT OVERSIGHT OF THE ORGANIZATION'S PROGRAMS AND FINANCES. THE ORGANIZATION CONDUCTS PROGRAMS WITH STATEWIDE REACH THAT PROVIDE A CLEAR PUBLIC BENEFIT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 200000 1295489 1495489 224549 56137 0 0 160586 71968 192702 224549 649805 974708 154913 56332 6333 200000 417578 40147 17992 48176 56137 162452 243678 SCHEDULE C, PART II-A, LINE 1B: DURING TAX YEAR 2024, THE ORGANIZATION CONTRIBUTED $200,000 TO EDVOICE INC. (RELATED ENTITY) TO BE USED FOR LOBBYING EXPENDITURES. THIS IS REFLECTED ON FORM 990 PART IX LINE 21 AS PAYMENTS TO AFFILIATES. 0 X 2305687 0 2305687 0 2305687 1495489 0 1495489 0 1495489 PART X, LINE 2: THE EDVOICE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE EDVOICE INSTITUTE, AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE EDVOICE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 NAACP CA HAWAII STATE CONFERENCE 1026 FLORIN RD PMB 331 SACRAMENTO CA 95814 854382980 N/A 25000 0 TO SUPPORT EDUCATIONAL ACTIVITIES THAT BUILD AWARENESS AND CAPACITY TO IMPROVE EARLY LITERACY OUTCOMES FOR BLACK AND LATINO STUDENTS IN CALIFORNIA. FAMILIES IN SCHOOLS 1541 WILSHIRE BLVD 430 LOS ANGELES CA 90017 954818894 501(C)(3) 20000 0 TO SUPPORT AN EDUCATIONAL LITERACY CAMPAIGN THAT HELPS PARENTS AND CAREGIVERS UNDERSTAND EFFECTIVE READING INSTRUCTION, INTERPRET STUDENT DATA, AND PROMOTE GRADE-LEVEL READING FOR YOUNG LEARNERS. CALIFORNIA BLACK MEDIA 9150 WILSHIRE BLVD BEVERLY HILLS CA 90212 462808252 501(C)(3) 10000 0 TO SUPPORT EDUCATIONAL CONTENT DEVELOPMENT AND A MEDIA BRIEFING TO INCREASE PUBLIC AWARENESS OF LITERACY AND EDUCATION PRIORITIES AFFECTING BLACK AND LATINO STUDENTS IN CALIFORNIA. OAKLAND LITERACY COALITION 1800 MADISON STREET OAKLAND CA 94612 812901834 501(C)(3) 8500 0 TO SUPPORT AN EDUCATIONAL SITE VISIT SHOWCASING EVIDENCE-BASED EARLY LITERACY PRACTICES FOR POLICYMAKERS AND COMMUNITY LEADERS IN AN OAKLAND-AREA SCHOOL. 3 1 X 0 0 0 0 0 0 0 0 0 MARSHALL TUCK CEO 93187 162892 3639 6361 0 0 3712 6488 12254 21421 112792 197162 0 0 HEATHER CALOMESE CHIEF POLICY & ADVOCACY OFFICER 216376 13079 0 0 0 0 3230 195 30189 1825 249795 15099 0 0 DOMINIQUE DONETTE DIR OF GOV AFFAIRS 65399 95682 0 0 0 0 2598 3802 3859 5645 71856 105129 0 0 STEVEN ALMAZAN DIR OF POLICY & PARTNERSHIPS 147710 13370 0 0 0 0 5869 531 8630 781 162209 14682 0 0 ABBY RIDLEY-KERR DIR OF POLICY & RESEARCH 126834 34246 0 0 0 0 5039 1361 7230 1952 139103 37559 0 0 COURTNEY REED DIR OF MARKETING & COMMS 59386 99019 0 0 0 0 2359 3934 3597 5998 65342 108951 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE A DRAFT OF THE FORM 990 HAS BEEN REVIEWED AND APPROVED BY THE ORGANIZATION'S DIRECTOR OF FINANCE AND CEO, A COPY OF THE RETURN WILL BE SENT TO THE BOARD OF DIRECTORS VIA E-MAIL. THE E-MAIL WILL INCLUDE A NOTE STATING THAT THEY CAN CONTACT THE ORGANIZATION WITH ANY QUESTIONS IN REGARDS TO THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO RECOMMIT TO THE POLICY EACH YEAR, DISCLOSING CONFLICTS AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15A THE INITIAL ANNUAL SALARY FOR THE ORGANIZATION'S CEO IS DETERMINED BY REVIEWING COMPARABLE POSITIONS. ADJUSTMENTS ARE DETERMINED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND ALL OTHER INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY STATE AND/OR FEDERAL LAW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY STATE AND/OR FEDERAL LAW. FORM 990, PART VII, SECTION A: ERIKA DAVIS SERVED AS COO OF THE ORGANIZATION AND WAS COMPENSATED VIA W-2 ISSUED BY THE RELATED ORGANIZATION (EDVOICE) THROUGH JANUARY 2024. SHE THEN PROVIDED SERVICES AS A CONSULTANT AND WAS COMPENSATED VIA FORM 1099 ISSUED BY THE RELATED ORGANIZATION (EDVOICE) THROUGH OCTOBER 2024, WHEN SHE LEFT THE ORGANIZATION. JILLIAN KWAN-JACOBS WAS ELECTED AND BEGAN SERVING AS BOARD SECRETARY OF THE ORGANIZATION IN OCTOBER 2024. EDVOICE 1107 9TH STREET SUITE 300 SACRAMENTO CA 95814 943284817 ADVOCATING FOR EDUCATION POLICY SOLUTIONS CA 501(C)(4) N/A 0 EDVOICE FOR THE KIDS PAC 1107 9TH STREET SUITE 300 SACRAMENTO CA 95814 030389563 DONATING TO STRONG EDUCATION CANDIDATES CA 527 EDVOICE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EDVOICE INC B 200000 ACTUAL COST EDVOICE INC N 43012 ACTUAL COST EDVOICE INC O 973007 ACTUAL COST EDVOICE INC P 115543 ACTUAL COST SCHEDULE R, PART V, LINE 1B: DURING TAX YEAR 2024, EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION CONTRIBUTED $200,000 TO EDVOICE INC (RELATED ENTITY) TO BE USED FOR LOBBYING EXPENDITURES. PAYMENT IS REPORTED ON FORM 990 PART IX LINE 21.