2025-10-29T13:34:45-05:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2024-07-01 562230469 EMILY KRZYZEWSKI CENTER INC EMIL 9196800308 904 WEST CHAPEL HILL STREET DURHAM NC 277013060 LUIS HERNANDEZ TREASURER 9196800308 2025-10-28 1 1 BREE-ANN WEIDNER P01319397 9197821040 2024 2025-03-06 01:10:19Z EMILY K CENTER VALERIE ANDERSON 904 WEST CHAPEL HILL STREET DURHAM NC 277013060 3645610 0 X WWW.EMILYK.ORG X 2000 NC EQUIPPING STUDENTS WHO FACE SYSTEMIC BARRIERS TO COMPLETE HIGHER EDUCATION & CONNECT TO CAREERS. 24 23 76 251 0 0 2689155 3140999 58486 66378 327252 334838 -43627 -132341 3031266 3409874 29818 30111 0 0 2367065 2616056 0 0 642862 1265257 1391426 3662140 4037593 -630874 -627719 19315428 19291340 84420 79030 19231008 19212310 X QUALITY EDUCATIONAL EXPERIENCES ARE ESSENTIAL TO PREPARING STUDENTS FOR THE FUTURE, YET SYSTEMIC BARRIERS CREATE PRONOUNCED DISPARITIES IN EDUCATIONAL OPPORTUNITIES AND OUTCOMES. THE EMILY KRZYZEWSKI CENTER, A NONPROFIT ORGANIZATION IN DURHAM, NORTH CAROLINA, IMPLEMENTS FOUR DISTINCT PROGRAMS DESIGNED TO BUILD ON THE ACADEMIC, CAREER, AND LEADERSHIP POTENTIAL OF STUDENTS WHO ARE TRADITIONALLY UNDERREPRESENTED IN HIGHER EDUCATION. COLLECTIVELY, OUR PROGRAMS SERVE STUDENTS FROM ELEMENTARY SCHOOL THROUGH COLLEGE AND EQUIP THEM WITH THE SKILLS NECESSARY TO SUCCESSFULLY COMPLETE HIGHER EDUCATION, CONNECT TO PROMISING CAREERS, AND BECOME AGENTS OF CHANGE WITHIN THEIR COMMUNITIES. WE AMPLIFY OUR EFFORTS THROUGH PARTNERSHIPS WITH OUR LOCAL SCHOOL DISTRICT, COMMUNITY-BASED ORGANIZATIONS, AND UNIVERSITIES. 0 0 2053900 30111 THE CENTER OPERATES FOUR PROGRAMS THAT ARE ALL ALIGNED WITH THE GOAL OF PROVIDING ACADEMIC SUPPORT, COLLEGE READINESS AND COLLEGE COMPLETION SUPPORT FOR STUDENTS WHO FACE THE MOST PRONOUNCED BARRIERS TO SUCCESSFULLY NAVIGATING AND COMPLETING HIGHER EDUCATION. OUR THREE ENROLLMENT-BASED ELEMENTARY THROUGH COLLEGE PROGRAMS, (K TO COLLEGE PROGRAMS) ARE DESCRIBED BELOW.THE PIONEER SCHOLARS PROGRAM ENSURES THAT OUR ELEMENTARY AND MIDDLE SCHOOL STUDENTS ARE BUILDING THEIR ACADEMIC AND PERSONAL LEADERSHIP SKILLS, ACHIEVING IN SCHOOL, AND LAYING THE FOUNDATION FOR FUTURE COLLEGE SUCCESS. DURING THE 2024-2025 ACADEMIC YEAR, A TOTAL OF 79 STUDENTS PARTICIPATED IN THE PIONEER SCHOLARS, INCLUDING 45 ELEMENTARY STUDENTS AND 34 MIDDLE SCHOOL STUDENTS. THE PROGRAM OPERATED IN PERSON FIVE DAYS PER WEEK FOR AN AVERAGE OF 7.5 HOURS PER WEEK OF INSTRUCTIONAL TIME, PLUS AN ADDITIONAL 7.5 HOURS PER WEEK FOR PRE-PROGRAMMING ACTIVITIES, INCLUDING PHYSICAL RECREATION AND HOMEWORK ASSISTANCE. IN A WIDESPREAD ENVIRONMENT OF LEARNING LOSS, OUR SCHOLARS DEMONSTRATED MODEST LEARNING GAINS AND ENDED THE YEAR ABOVE STATE METRICS FOR THEIR DEMOGRAPHIC: FOR STUDENTS IN GRADES 3-8, 61% MET OR EXCEEDED STATEWIDE READING BENCHMARKS AND 69% MET OR EXCEEDED MATH BENCHMARKS. ADDITIONALLY, IN AN EFFORT TO STEM SUMMER LEARNING LOSS, THE PIONEER SCHOLARS PROGRAM ALSO OPERATED A THREE-WEEK SUMMER SCHOLARS PROGRAM. 87 STUDENTS ATTENDED SUMMER SCHOLARS AND COMPLETED A TOTAL OF 108 HOURS OF IN-PERSON, PROJECT-BASED ACADEMIC ENRICHMENT AND SKILL-BUILDING DESIGNED TO ENSURE THEIR READINESS FOR THE YEAR AHEAD. LASTLY, IN ADDITION TO ACADEMIC ENRICHMENT AND SUPPORT, ALL STUDENTS BENEFITED FROM THE INTEGRATION OF SOCIOEMOTIONAL LEARNING BASED ON THE CASEL FRAMEWORK INTO PROGRAMMING. THESE ACTIVITIES WERE DESIGNED TO PROACTIVELY BUILD STUDENTS' ABILITY TO MANAGE EMOTIONS, COPE WITH STRESS AND PROBLEM-SOLVE. THE SCHOLARS TO COLLEGE PROGRAM IS DESIGNED TO ASSIST HIGH SCHOOL STUDENTS WHO FACE BARRIERS TO HIGHER EDUCATION TO SUCCEED ACADEMICALLY AND PERSONALLY, GRADUATING FROM HIGH SCHOOL SCHOLARSHIP-ELIGIBLE AND COLLEGE-READY. THIS YEAR, OUR 108 ENROLLED HIGH SCHOOL STUDENTS PARTICIPATED IN AN AVERAGE OF UP TO 3 HOURS OF WEEKLY CURRICULUM-BASED INSTRUCTION, INDIVIDUALIZED ACADEMIC COACHING AND COLLEGE ADVISING, 1:1 TUTORING, STANDARDIZED TEST PREPARATION, COLLEGE VISITS, LEADERSHIP DEVELOPMENT AND CULTURAL ENRICHMENT ACTIVITIES. ADDITIONALLY, STUDENTS ATTENDED A ONE-WEEK SUMMER "BOOT CAMP" TOTALING AN AVERAGE OF 15 HOURS OF DIRECT INSTRUCTION. OUR JUNIORS IN THE CLASS OF 2026 PARTICIPATED IN 10 HOURS OF ACT TEST PREP. AS A RESULT OF THIS INTERVENTION, OUR SCHOLARS DEMONSTRATED AN AVERAGE 32% INCREASE IN THEIR SCORES, AND 70% OF OUR SCHOLARS DEMONSTRATED PROFICIENCY, AS COMPARED WITH THE LOCAL DISTRICT PROFICIENCY RATE OF 40%. 100% OF OUR HIGH SCHOOL SENIORS GRADUATED HIGH SCHOOL ON TIME, AND THIS GROUP OF 19 SENIORS EARNED 109 COLLEGE ACCEPTANCES TO 39 COLLEGES. THE MAJORITY (80%) OF THEIR DIRECT COLLEGE COSTS ARE COVERED BY GIFT AID. FINALLY, SOCIOEMOTIONAL LEARNING EMBEDDED INTO SCHOLARS TO COLLEGE PROGRAMMING INCLUDED SETTING HEALTHY BOUNDARIES, GOAL SETTING, COPING WITH STRESS AND ANXIETY, DEFINING AND SOLVING PROBLEMS, MANAGING YOUR EMOTIONS, AND MANAGING FINANCIAL AND SCHOOL DECISIONS. 12% OF STUDENTS IN THIS PROGRAM RECEIVED 1:1 SOCIOEMOTIONAL SUPPORT TO ASSIST THEM IN OVERCOMING SPECIFIC CHALLENGES. THE SCHOLARS ON CAMPUS PROGRAM ENSURES THAT STUDENTS WHO COMPLETE THE SCHOLARS TO COLLEGE PROGRAM AND OPT TO CONTINUE IN OUR COLLEGE COMPLETION PROGRAM SUCCESSFULLY TRANSITION TO AND COMPLETE HIGHER EDUCATION BY SUPPORTING THEIR DEVELOPMENT IN THE AREAS OF ACADEMIC AND CAMPUS ENGAGEMENT, CAREER DEVELOPMENT, AND FINANCIAL RESPONSIBILITY THROUGH A ROBUST ADVISING AND SUPPORT MODEL. THIS YEAR, 119 SCHOLARS ON CAMPUS STUDENTS, WHO ARE IN THEIR FIRST THROUGH SIXTH YEAR OF COLLEGE, PARTICIPATED IN PRE-COLLEGE TRANSITION PROGRAMMING, CAPACITY-BUILDING WORKSHOPS, INDIVIDUALIZED ADVISING AND COACHING, CAMPUS VISITS AND PROFESSIONAL MENTORING. FIRST YEAR PERSISTENCE RATES FOR SCHOLARS ON CAMPUS STUDENTS WAS 95%, AND THE SIX-YEAR COMPLETION RATE WAS 60%, IN CONTRAST TO 64.5% FOR STUDENTS ACROSS THE NATION. 515825 THE EMILY K CENTER'S GAME PLAN: FUTURE PROGRAM PROVIDES POSTSECONDARY INFORMATION, ADVISING AND SUPPORT TO HIGH SCHOOL STUDENTS IN DURHAM THROUGH STRONG PARTNERSHIPS WITH OUR LOCAL SCHOOL DISTRICT AS WELL AS LOCAL COMMUNITY-BASED ORGANIZATIONS. TO SIGNIFY A MORE INCLUSIVE APPROACH TO POSTSECONDARY ADVISING BEYOND TRADITIONAL FOUR-YEAR COLLEGES, THE PROGRAM NAME WAS CHANGED FROM GAME PLAN: COLLEGE TO GAME PLAN: FUTURE AT THE END OF THE 2024-2025 ACADEMIC YEAR. THROUGH THIS PROGRAM, WE CAN CONTRIBUTE TO BOTH THE DISTRICT'S AND THE CENTER'S SHARED GOAL OF ENSURING THAT ALL STUDENTS HAVE EQUITABLE ACCESS TO THE INFORMATION AND SUPPORT THEY NEED TO PURSUE THEIR POSTSECONDARY GOALS. STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE, WHO COME FROM LOW INCOME FAMILY BACKGROUNDS, AND WHO ARE MEMBERS OF RACIAL/ETHNIC GROUPS THAT ARE UNDER-REPRESENTED IN HIGHER EDUCATION ARE THE TARGET POPULATION FOR THIS PROGRAM, ALTHOUGH ANY STUDENT WHO RESIDES IN DURHAM AND/OR ATTENDS A DURHAM PUBLIC SCHOOLS HIGH SCHOOL CAN ACCESS THE SERVICES.THIS YEAR, THE GAME PLAN: FUTURE PROGRAM SERVED 2,124 STUDENTS THROUGH THE DELIVERY OF 42 CURRICULUM-BASED WORKSHOPS AND 30 SPECIAL EVENTS OR INITIATIVES. AS A RESULT OF PARTICIPATING IN COLLEGE ACCESS WORKSHOPS, 83% OF STUDENTS REPORTED AN INCREASE IN KNOWLEDGE GAINED ABOUT THE COLLEGE ACCESS TOPIC PRESENTED. ADDITIONALLY, OUR GAME PLAN: FUTURE TEAM MET THE POSTSECONDARY PLANNING NEEDS OF HIGH SCHOOL STUDENTS THROUGH THE DELIVERY OF 347 1:1 ADVISING SESSIONS TO 215 STUDENTS. THESE SESSIONS SUPPORTED STUDENTS TO MOVE FORWARD IN THEIR POSTSECONDARY EXPLORATION, PLANNING AND APPLICATION COMPLETION PROCESSES. WHILE OUR DELIVERY OF THESE SERVICES IS DESIGNED TO SUPPORT ANY STUDENT WHO RESIDES IN OR ATTENDS A HIGH SCHOOL IN DURHAM, WE ARE ESPECIALLY FOCUSED ON REACHING STUDENTS WITHIN OUR TARGET POPULATION. OUR MOST INTENSIVE SERVICE, 1:1 ADVISING, WAS PREDOMINANTLY DELIVERED TO STUDENTS WITHIN THIS TARGET POPULATION: 44% OF STUDENTS WILL BE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE, 54% OF STUDENTS PARTICIPATE IN THE FREE AND REDUCED PRICED LUNCH PROGRAM (24% WERE UNSURE), AND 82% OF STUDENTS WERE FROM RACIAL BACKGROUNDS THAT ARE TRADITIONALLY UNDER-REPRESENTED IN HIGHER EDUCATION.THE CONTINUATION OF TWO SPECIAL INITIATIVE PROJECTS NEXT STEP TEACHERS FELLOWSHIP, AND COLLEGE JUMPSTART! PROGRAM HELPED THE CENTER INCREASE ITS OVERALL STUDENT REACH. THE NEXT STEPS TEACHER FELLOWSHIP IS A HIGH SCHOOL TEACHER LED PROGRAM AIMED AT IMPROVING POSTSECONDARY CULTURE WITHIN DISTRICT HIGH SCHOOLS. 520 STUDENTS ENGAGED IN POSTSECONDARY MILESTONE COMPLETION PROJECTS AIMED AT IMPROVING CONFIDENCE IN POSTSECONDARY ACCESS. OVERALL, THERE WAS AN AVERAGE NET DECREASE OF 23.2% LOW KNOWLEDGE/CONFIDENCE AND 34% INCREASE IN HIGH KNOWLEDGE/CONFIDENCE ABOUT POSTSECONDARY MILESTONES AFTER PARTICIPATING IN PILOT, INDICATING A HIGH RATE OF EFFECTIVENESS IN IMPROVING KNOWLEDGE/CONFIDENCE FOR STUDENTS WHO PARTICIPATED.THE COLLEGE JUMPSTART! PROGRAM, A SUMMER MELT INITIATIVE, WAS AIMED AT INCREASING ENROLLMENT RATES OF LOCAL RISING COLLEGE FIRST-YEAR STUDENTS. 36 STUDENTS WERE ENGAGED THROUGH THESE INITIATIVES, 90% OF WHOM FALL WITHIN OUR TARGET POPULATION BASED ON THE STANDARDS OR UNDERREPRESENTED RACE IN POSTSECONDARY ENVIRONMENTS, FREE/REDUCED LUNCH PRICES, OR FIRST-GENERATION COLLEGE STUDENTS.15 OF THE 36 ENGAGED PARTICIPATED IN ADDITIONAL ADVISING SESSIONS FOCUSED ON FALL ENROLLMENT MILESTONES. 407238 66378 IN ADDITION TO POSTSECONDARY ACCESS PROGRAMMING, THE CENTER ENHANCES THE IMPACT OF LOCAL ORGANIZATIONS THROUGH FACILITY PARTNERSHIPS BY SERVING AS A HOME AND RESOURCE FOR NONPROFITS, SCHOOLS, AND COMMUNITY GROUPS AS THEY CONVENE, LEARN, AND GROW. IN 2024-25 WE SERVED AS THE HOME GYM FOR TWO SCHOOLS AND SUPPORTED OVER 30 OTHER ORGANIZATIONS WITH WEEKLY, MONTHLY AND ANNUAL MEETINGS, PROGRAMMING, AND EVENT SPACE. ORGANIZATIONS SUCH AS DURHAM PUBLIC SCHOOLS AND THE DURHAM CHARTER SCHOOL NETWORK DIRECTLY REINFORCE OUR CORE MISSION AREAS WHILE ORGANIZATIONS SUCH AS THE CENTER FOR CHILD AND FAMILY HEALTH, NC FARMWORKERS HEALTH PROGRAM, AND THE GROWING CLUB SUPPORT THE COMMUNITY ECOSYSTEM IN WHICH OUR STUDENTS AND FAMILIES WORK AND LIVE. THE CENTER IS OPEN TO FACILITY PARTNER USAGE ON AVERAGE 55 HOURS A WEEK AND PROVIDES SPACE FOR FREE OR AT DIRECT USAGE COST TO 94% OF THESE PARTNERS, RESULTING IN SIGNIFICANT RENTAL SAVINGS AND PROGRAM IMPACT FOR THESE ORGANIZATIONS. 2976963 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 76 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X LAUREN GARDNER 9196800308 904 WEST CHAPEL HILL STREET DURHAM NC 27701 ADAM EIGENRAUCH CEO 40.00 0.00 X X 178210 0 16763 MICHAEL KRZYZEWSKI CHAIR 3.00 0.00 X X 0 0 0 JAMIE SPATOLA VICE-CHAIR 3.00 0.00 X X 0 0 0 LUIS HERNANDEZ TREASURER 3.00 0.00 X X 0 0 0 JAZMIN GARCIA SMITH SECRETARY 3.00 0.00 X X 0 0 0 ROBIN BAREFOOT CHAIR OF NOMINATING & CORP GOV. (THRU 5/25) 3.00 0.00 X 0 0 0 ELIZABETH ALDRIDGE CHAIR OF ADVANCEMENT COMMITTEE 3.00 0.00 X 0 0 0 JOSHUA MBANUSI CHAIR OF PROGRAMMING COMMITTEE 3.00 0.00 X 0 0 0 PATRICK CUMMINGS CHAIR OF FACILITIES AND MAINTENANCE COMMITTEE 3.00 0.00 X 0 0 0 TONYA ARMSTRONG DIRECTOR (FROM 8/2024) 2.00 0.00 X 0 0 0 NATE BRANSCOMB DIRECTOR 2.00 0.00 X 0 0 0 DOROTHY BROWNE DIRECTOR 2.00 0.00 X 0 0 0 DONNELL CANNON DIRECTOR 2.00 0.00 X 0 0 0 CONSTANZA GOMEZ-JOINES DIRECTOR (FROM 5/2025) 2.00 0.00 X 0 0 0 SETH JERNIGAN DIRECTOR 2.00 0.00 X 0 0 0 DOUG KAHN DIRECTOR 2.00 0.00 X 0 0 0 PATRICK KURZ DIRECTOR 2.00 0.00 X 0 0 0 JOEL MARCUS DIRECTOR 2.00 0.00 X 0 0 0 DAISY MAGNUS-ARYITEY DIRECTOR 2.00 0.00 X 0 0 0 JOHN MCCANN DIRECTOR (FROM 8/2024) 2.00 0.00 X 0 0 0 DAVID MORRIS DIRECTOR (FROM 8/2024) 2.00 0.00 X 0 0 0 RAHUL PAGIDIPATI DIRECTOR (THRU 5/2025) 2.00 0.00 X 0 0 0 MAX PERKINS DIRECTOR (FROM 5/2025) 2.00 0.00 X 0 0 0 GIANELLY VARGAS SANTOS DIRECTOR 2.00 0.00 X 0 0 0 MANUEL VIERA DIRECTOR 2.00 0.00 X 0 0 0 TOMEKA WARD-SATTERFIELD DIRECTOR 2.00 0.00 X 0 0 0 LAUREN GARDNER CHIEF FINANCIAL & OPERATING OFFICER 40.00 0.00 X 130002 0 10793 VALERIE ANDERSON EXECUTIVE DIRECTOR 40.00 0.00 X 150705 0 4351 SANDY YORK CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 138602 0 3916 597519 0 35823 4 0 1 0 0 628301 54167 2458531 91645 3140999 RENTAL INCOME 531120 44020 44020 DRAMA CAMP 711190 22358 22358 66378 326682 326682 8156 0 8156 8156 8156 99932 628301 235736 -135804 -135804 CREDIT CARD REWARDS 900099 3463 3463 3463 3409874 66378 0 202497 30111 30111 503845 238799 183960 81086 1692281 1323659 58763 309859 29441 24034 5407 208054 153423 17045 37586 182435 130432 19473 32530 3453 2344 604 505 50084 33991 8765 7328 35878 35878 194619 122569 39243 32807 7544 2539 48 4957 44330 7868 19267 17195 156553 113186 9705 33662 141296 129227 1257 10812 12721 11319 1402 546007 535087 4914 6006 27940 20737 3523 3680 PERSONNEL ADMIN 68569 46537 12000 10032 SUPPLIES AND FOOD 62256 27519 95 34642 STAFF TRAINING EXPENSES 24807 18411 3128 3268 EVENT EXPENSES 13029 4385 83 8561 2340 786 17 1537 4037593 2976963 417768 642862 196899 260266 3816382 3131560 12257853 4173306 8186600 8084547 7044115 7751532 71432 63435 19315428 19291340 84420 79030 84420 79030 X 12704815 12278673 6526193 6933637 19231008 19212310 19315428 19291340 -627719 609021 0 X X 0 1 X 1 0 X 2056361 3625814 2194294 2726950 3140999 13744418 2056361 3625814 2194294 2726950 3140999 13744418 3788616 9955802 81855 98766 208874 328344 326682 1044521 189331 189331 10738 25431 2671 56495 3463 98798 15077068 239684 0.66030 0.75720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 10,738. 2021 AMOUNT: $ 25,431. 2022 AMOUNT: $ 2,671. 2023 AMOUNT: $ 56,495. 2024 AMOUNT: $ 3,463. SCHEDULE A, PART II: SCHEDULE A UPDATED TO REFLECT NEW METHOD OF ACCOUNTING FOR ALL TAX PERIODS LISTED IN PART II. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7044115 227901 780394 265000 35878 7751532 6403970 249999 672338 250000 32192 7044115 5812364 200513 545239 125000 29146 6403970 6890430 64000 -906839 199999 35228 5812364 5665824 89947 1312138 144000 33479 6890430 0.16970 0.83030 0.00000 0 0 173534 173534 10713372 3533709 7179663 997281 366778 630503 373666 272819 100847 8084547 OBLIGATION FOR USE OF BUILDING, NET 63435 CREDIT CARD PAYABLES 15595 79030 X 4248367 609021 29614 638635 3609732 35878 -235736 -199858 3409874 4267065 29614 235736 265350 4001715 35878 35878 4037593 PART V, LINE 4: THE CENTER'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR THE ONGOING OPERATIONS OF THE CENTER. THE GSK ENDOWMENT SUPPORTS THE PIONEER SCHOLARS PROGRAM AND THE GENERAL ENDOWMENT ACCOUNTS SUPPORT STUDENT-SERVING PROGRAMS AND GENERAL OPERATIONS OF THE CENTER. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE CENTER IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. MANAGEMENT BELIEVES THE CENTER CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AS OF JUNE 30, 2025. THE CENTER BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -235,736. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 235,736. MOTHER'S DAY BALL 654566 558861 95705 42455 100998 1100 71005 INSIDE DUKE BASKETBALL 57183 54448 2735 3250 7031 3951 1 16484 14992 1492 946 249 4751 728233 628301 99932 946 42455 3250 108278 5851 74956 235736 -135804 1 EMERGENCY FUND 12 5851 OPPORTUNITY FUND 18 19277 SUMMER OPPORTUNITIES FUND 3 928 SCHOLARS ON CAMPUS INCENTIVES 30 4055 PART I, LINE 2: THE EMILY K CENTER HAS FOUR FUNDING AREAS WHICH DIRECTLY BENEFIT FAMILIES SERVED IN OUR PROGRAMS. THREE OF THESE PROGRAMS PROVIDE GAP FUNDING FOR EMERGENCY NEEDS OR SPECIAL OPPORTUNITIES. THE EMERGENCY FUND ASSISTS FAMILIES FACING SHORT-TERM FINANCIAL HARDSHIPS. DISBURSEMENTS ARE SMALL AND DONE NO MORE THAN TWICE A YEAR TO HELP FAMILIES PAY UTILITY BILLS, FOOD, AND TO MEET OTHER CRITICAL NEEDS THAT DIRECTLY IMPACT THE STUDENT'S EDUCATIONAL SUCCESS. THE OPPORTUNITY FUND ASSISTS SCHOLARS ON CAMPUS COLLEGE STUDENTS WITH MEETING GAPS IN FINANCIAL AID FUNDING FOR COLLEGE TUITION, ROOM, BOARD, TECHNOLOGY OR BOOK FEES. THE SCHOLARS TO COLLEGE SUMMER FUND ASSISTS HIGH SCHOOL STUDENTS WITH MEETING GAPS IN FINANCIAL AID FOR SUMMER ACADEMIC ENRICHMENT CAMPS AND PROGRAMS. ALL PAYMENTS FOR THESE THREE PROGRAMS ARE MADE DIRECTLY TO THE VENDOR OR ACADEMIC INSTITUTION WITH A RECEIPT OF PAYMENT SO THAT NO ADDITIONAL MONITORING IS REQUIRED AFTER DISBURSEMENT. THE CENTER ALSO SUPPORTS PARTICIPANTS THROUGH AN INCENTIVE PROGRAM. OUR SCHOLARS TO COLLEGE INCENTIVES PROGRAM IS FOR STUDENTS WHO ARE ENROLLED IN HIGHER EDUCATION PROGRAMS. ENROLLED STUDENTS WHO COMPLETE ALL REQUIRED PROGRAM ACTIVITIES AND BENCHMARKS RECEIVE A SMALL INCENTIVE GIFT CARD TWICE A YEAR. THIS INCENTIVE PROGRAMS IS PAID THROUGH APPROVED CHANNELS AFTER PROGRAM STAFF HAVE DOCUMENTED THAT ALL ELIGIBILITY REQUIREMENTS HAVE BEEN MET. X X X X 0 0 0 0 0 0 0 0 0 ADAM EIGENRAUCH CEO 175450 0 0 0 2760 0 5263 0 11500 0 194973 0 0 0 VALERIE ANDERSON EXECUTIVE DIRECTOR 145041 0 0 0 5664 0 4351 0 0 0 155056 0 0 0 X 4 32215 FMV X AUCTION/RAFFLE ITEMS 42 43129 FMV X FOOD 3 11655 FMV X SUPPLIES 9 4646 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B OF SCHEDULE M FOR ALL DONATIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH RESPECTIVE CATEGORY. FORM 990, PART VI, SECTION A, LINE 2 MIKE KRZYZEWSKI, CHAIR OF THE BOARD, HAS A FAMILY RELATIONSHIP WITH JAMIE K. SPATOLA, VICE CHAIR AND BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE YEAR-END CLOSE IS PERFORMED, AND THE ANNUAL FORM 990 INFORMATION RETURN IS PREPARED, BY A CPA FIRM SELECTED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, WITH SUCH SELECTION BEING DELEGABLE TO THE CEO. PRIOR TO FILING, A DRAFT OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. FOLLOWING ANY RECOMMENDED CHANGES TO THE DRAFT, THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND TO BE APPROVED BY VOTE AT A QUARTERLY BOARD MEETING. ONCE APPROVED, THE FORM 990 IS SIGNED BY AN OFFICER AND FILED WITH THE IRS IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, ALL NON-BOARD MEMBER COMMITTEE ADVISORS, AND ALL EMPLOYEES WITH SIGNIFICANT DECISION-MAKING AUTHORITY. THESE COVERED PERSONS ARE REQUIRED TO COMPLETE AND UPDATE ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT, AND ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SOON AS THEY ARE IDENTIFIED. THIS IS USUALLY ACCOMPLISHED IN OR NEAR AUGUST AT ANNUAL BOARD AND STAFF RETREATS. EMPLOYEES MAKE DISCLOSURES TO THE CEO, WHO IS RESPONSIBLE FOR DETERMINING IF AN ACTUAL CONFLICT OF INTEREST EXISTS, AND DOCUMENTING THE RATIONALE FOR THE CONCLUSION. THE CEO REVIEWS ALL TRANSACTIONS FOR WHICH A COVERED EMPLOYEE HAS AN ACTUAL CONFLICT OF INTEREST, AND PRESCRIBES A COURSE OF ACTION TO MINIMIZE THE EFFECT OF THE CONFLICT OF INTEREST ON THE TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CEO AND MEMBERS OF THE BOARD OF DIRECTORS MAKE DISCLOSURES TO THE SECRETARY OF THE BOARD OF DIRECTORS (EXCEPT IN THE CASE OF THE SECRETARY WHO WILL DISCLOSE TO THE VICE CHAIR), WHO IS RESPONSIBLE FOR DETERMINING IF AN ACTUAL CONFLICT OF INTEREST EXISTS, AND DOCUMENTING THE RATIONALE FOR THE CONCLUSION. THE SECRETARY OR VICE CHAIR OF THE BOARD OF DIRECTORS REVIEWS ALL TRANSACTIONS FOR WHICH A MEMBER OF THE BOARD OF DIRECTORS HAS AN ACTUAL CONFLICT OF INTEREST, AND PRESCRIBES A COURSE OF ACTION TO MINIMIZE THE EFFECT OF THE CONFLICT OF INTEREST ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY LEVEL AND BENEFITS PACKAGE OF ALL EXECUTIVE EMPLOYEES IS [1] SUBJECT TO REVIEW AND APPROVAL BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS; [2] ESTABLISHED WITH RELIANCE ON DOCUMENTED COMPARABILITY DATA TO ENSURE IT DOES NOT EXCEED COMPARABLE LEVELS OF COMPENSATION FOR NON-PROFIT DIRECTORS IN THE REGION OF THE COUNTRY IN WHICH THE EMPLOYEE WORKS.; AND [3] DOCUMENTED CONTEMPORANEOUSLY WITH THE DELIBERATIONS (I.E. AT THE TIME OF THE MEETING). IN A REGULAR ANNUAL CYCLE THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE CHIEF EXECUTIVE OFFICER IN MAY AND MAKES ANY CHANGES TO EMPLOYMENT TERMS ANNUALLY IN JULY. THIS TIMELINE WAS DIFFERENT IN FY25 DUE TO THE SUCCESSION PLAN FOR THE CEO ROLE. IN OCTOBER 2024, ADAM EIGENRAUCH ANNOUNCED HIS PLAN TO TRANSITION FROM THE CENTER IN JUNE 2025. IN OCTOBER 2024 THE BOARD FORMALLY VOTED ON VALERIE ANDERSON AS THE PROPOSED SUCCESSOR. IN FEBRUARY 2025, AFTER REVIEWING COMPARABLES PER POLICY, THE BOARD OFFERED AND VALERIE SIGNED AN OFFER LETTER WITH AN EFFECTIVE DATE OF JUNE 26, 2025. AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS, THE BOARD OF DIRECTORS APPROVES A STAFFING PLAN AND ORGANIZATIONAL STRUCTURE PROPOSED BY THE EMILY K CENTER MANAGEMENT TEAM. FOR EACH STAFF POSITION, THE JOB TITLE, JOB CLASSIFICATION (EXEMPT OR NON-EXEMPT FROM THE FEDERAL FAIR LABOR STANDARDS ACT), JOB DESCRIPTION, AND PAY RANGE ARE APPROVED BY THE CEO. THE CEO IS HIRED BY, AND REPORTS TO, THE BOARD OF DIRECTORS. ALL OTHER EMPLOYEES ARE HIRED BY THE CEO, AND COMPENSATION WITHIN THE APPROVED RANGE IS ESTABLISHED BY THE CEO. AS PART OF THIS YEAR'S SUCCESSION PLAN, BOTH THE OUTGOING AND INCOMING CEO PARTICIPATED IN THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE THREE MOST RECENT FORM 990S (INCLUDING FINANCIAL INFORMATION, BUT EXCLUDING THE DONOR NAMES ON SCHEDULE B) ARE POSTED ON THE EMILY K CENTER'S WEBSITE. AUDITED FINANCIAL STATEMENTS, BYLAWS, CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION CHANGED IT'S ACCOUNTING METHOD USED TO PREPARE FORM 990 FROM ACCRUAL TO MODIFIED CASH BASIS. ALL AMOUNTS REPORTED IN THE RETURN REFLECT THE NEW ACCOUNTING METHOD.