2024-11-04T15:11:01-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-01-01 261597530 THE COLORADO EDUCATION INITIATIVE COLO 3037366477 3000 LAWRENCE ST 135 DENVER CO 80205 REBECCA HOLMES CEO & PRESIDENT 3037366477 2024-10-22 1 0 RYAN C HARRIS P00614618 3037409400 2024-10-22 2023 2024-10-15 13:58:12Z REBECCA HOLMES 3000 LAWRENCE ST 135 DENVER CO 80205 7651232 0 X WWW.COLORADOEDINITIATIVE.ORG X 2007 CO CEI CHAMPIONS, EMPOWERS, AND IGNITES COLORADO LEADERS TO DELIVER ON THE PROMISE OF PUBLIC EDUCATION TO DEVELOP THRIVING YOUNG PEOPLE AND FLOURISHING COMMUNITIES. 13 13 42 16 0 0 3625931 4008185 2485809 3455983 28375 183054 15407 4010 6155522 7651232 453090 88465 0 0 3081617 3953756 0 0 224824 1397248 2133521 4931955 6175742 1223567 1475490 6310321 7950270 436109 600568 5874212 7349702 X SEE SCHEDULE O.CEI'S MISSION IS TO CHAMPION, EMPOWER, AND IGNITE COLORADO LEADERS TO DELIVER ON THE PROMISE OF PUBLIC EDUCATION TO DEVELOP THRIVING YOUNG PEOPLE AND FLOURISHING COMMUNITIES. CEI'S LONG-TERM VISION IS THAT ALL YOUNG PEOPLE IN COLORADO EXIT K-12 EDUCATION BOLDLY TAKING THEIR NEXT STEPS TOWARD HOPEFUL, EQUITABLE, AND PROSPEROUS FUTURES. 0 0 1736589 13740 1210522 STRATEGIC CONSULTING AND LEADERSHIP DEVELOPMENTCEI PARTNERS WITH SCHOOL, DISTRICTS, NONPROFITS, AND STATE AGENCIES TO DEVELOP COMPREHENSIVE, COMMUNITY-BASED, AND STUDENT-CENTERED APPROACHES THAT ENSURE COLORADO STUDENTS ARE PREPARED TO THRIVE. USING A HUMAN-CENTERED DESIGN LENS, WE ENSURE THAT OUR WORK IS DEEPLY INFORMED BY STAKEHOLDER PERSPECTIVES AND LIVED EXPERIENCES. WE DESIGN AND FACILITATE MULTI-PHASE PROCESSES THAT PRIORITIZE AUTHENTIC COMMUNITY ENGAGEMENT, ARE INFORMED BY DATA, AND BUILD ON EXISTING EFFORTS THAT PRODUCE EFFECTIVE OUTCOMES FOR STUDENTS. CEI OFFERS A RANGE OF STRATEGIC CONSULTING SERVICES, INCLUDING RESEARCH-BASED PROFESSIONAL DEVELOPMENT WORKSHOPS, TECHNICAL ASSISTANCE SUPPORTS, STRATEGIC PLANNING AND FACILITATION, PERSONALIZED LEADERSHIP AND EXECUTIVE COACHING, AND SCHOOL IMPROVEMENT DESIGN AND FACILITATION. 1382447 70000 905550 RELEVANT LEARNING CEI SUPPORTS SCHOOL DISTRICTS ACROSS ALL COMPONENTS OF COLORADO'S CAREER-CONNECTED LEARNING CONTINUUM, OFFERING COMPREHENSIVE TECHNICAL ASSISTANCE AND PROFESSIONAL DEVELOPMENT SERVICES FROM PROGRAM DESIGN THROUGH IMPLEMENTATION AND EVALUATION. OUR APPROACH INCLUDES DESIGNING PROGRAMS THAT ENSURE ALIGNMENT ACROSS THE K-12 EDUCATION SYSTEM, COVERING ASPECTS SUCH AS POST-SECONDARY PLANNING, CAREER AWARENESS AND EXPLORATION, CAREER PREPARATION, CAREER PATHWAY DEVELOPMENT, AND POSTSECONDARY CAREER PIPELINES. WE PROVIDE COACHING AND IMPLEMENTATION SUPPORT, FACILITATE STRATEGIC COMMUNICATIONS AND STAKEHOLDER ENGAGEMENT, AND CONDUCT MEASUREMENT AND EVALUATION TO ASSESS PROGRAM QUALITY, IDENTIFY STUDENT OUTCOMES, AND DRIVE CONTINUOUS IMPROVEMENT. 760077 4725 219379 SOCIAL EMOTIONAL DEVELOPMENT CEI PARTNERS WITH SCHOOLS AND DISTRICTS ACROSS COLORADO TO ENHANCE EDUCATORS AND SCHOOLS' CAPACITY TO CREATE A CULTURE AND CLIMATE THAT MEETS STUDENTS' SOCIAL, EMOTIONAL, AND ACADEMIC NEEDS. WE SUPPORT THE DEVELOPMENT OF STRONG SOCIAL-EMOTIONAL ECOSYSTEMS BY FOCUSING ON FOUR CORE AREAS: CREATING LEARNING ENVIRONMENTS THAT ARE PHYSICALLY AND EMOTIONALLY SAFE, TRUST-FILLED, RELATIONSHIP-RICH, AND DEDICATED TO BUILDING SOCIAL AND EMOTIONAL SKILLS; BUILDING MULTI-TIERED SUPPORTS AND STRONGER CONNECTIONS WITH COMMUNITY RESOURCES TO ENSURE THAT STUDENTS AND STAFF WITH BEHAVIORAL HEALTH NEEDS RECEIVE THE NECESSARY SERVICES; ENGAGING YOUTH TO TAKE AN ACTIVE ROLE IN DRIVING CLIMATE AND CULTURE CHANGE WITHIN THEIR SCHOOLS WHILE STRENGTHENING PARTNERSHIPS WITH TEACHERS AND STAFF TO BRING ABOUT THIS TRANSFORMATION; AND ACTIVELY INVOLVING FAMILIES AND COMMUNITY MEMBERS IN THE DESIGN AND IMPLEMENTATION OF AN INCLUSIVE SCHOOL CULTURE. 1236897 956332 ECOSYSTEM CAPACITY BUILDING CEI COLLABORATES WITH TEACHERS, SCHOOL AND DISTRICT LEADERS, POLICY AND ADVOCACY LEADERS, AND OTHER EDUCATION ORGANIZATIONS AND STAKEHOLDERS ACROSS COLORADO TO ENHANCE K-12 SYSTEMS. THIS HAPPENS THROUGH CONVENINGS, STRATEGIC DATA AND COMMUNICATIONS SUPPORTS, AND PROFESSIONAL LEARNING. THE PURPOSE IS TO BUILD COHERENT AND SUSTAINABLE SYSTEMS, ALIGNED POLICIES, AND RESPONSIVENESS TO EMERGING NEEDS. 138667 164200 THE COLORADO LEGACY SCHOOLS (CLS) INITIATIVE WORKS WITH HIGH SCHOOLS ACROSS THE STATE TO DRAMATICALLY INCREASE THE NUMBER AND DIVERSITY OF COLORADO HIGH SCHOOL STUDENTS WHO ARE SUCCEEDING IN AP MATH, SCIENCE, AND ENGLISH COURSES -- ESPECIALLY STUDENTS TYPICALLY UNDERREPRESENTED IN AP COURSES, SUCH AS FEMALES, AND STUDENTS OF POVERTY AND COLOR. CLS COURSEWORK ALSO ENCOURAGES STUDENTS TO PURSUE MAJORS AND CAREERS IN THE RAPIDLY-GROWING STEM FIELDS -- SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH. 1375564 1120532 5254677 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 0 0 1 60 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JEREMY O'GRADY 3037366477 3000 LAWRENCE STREET 135 DENVER CO 80205 MEERA MANI BOARD CHAIR 2.00 X X 0 0 0 LINDSEY PADRINO VICE CHAIR 2.00 X X 0 0 0 SARAH KENDALL HUGHES SECRETARY 2.00 X X 0 0 0 GRAHAM FORMAN TREASURER 2.00 X X 0 0 0 RICHARD ALPER BOARD MEMBER 2.00 X 0 0 0 ELAINE GANTZ BERMAN BOARD MEMBER 2.00 X 0 0 0 MARIELENA DESANCTIS BOARD MEMBER 2.00 X 0 0 0 TERAY ESQUIBEL BOARD MEMBER 2.00 X 0 0 0 RENNY FAGAN BOARD MEMBER 2.00 X 0 0 0 MICHAEL GERSACK BOARD MEMBER 2.00 X 0 0 0 JERRY GLICK BOARD MEMBER 2.00 X 0 0 0 KEN HAPTONSTALL BOARD MEMBER 2.00 X 0 0 0 BRUCE HOYT BOARD MEMBER 2.00 X 0 0 0 GEORGE SPARKS BOARD MEMBER 2.00 X 0 0 0 KWAME SPEARMAN BOARD MEMBER 2.00 X 0 0 0 REBECCA F HOLMES PRESIDENT AND CEO 40.00 X 216105 0 28153 JEREMY S O'GRADY CHIEF OPERATING OFFICER 40.00 X 141334 0 25765 SAMANTHA OLSON VP OF STRATEGY 40.00 X 142905 0 25898 AMY SPICER VP OF IMPLEMENTATION 40.00 X 127890 0 8822 EMILY A WEXLER LOVE CHIEF OF RESEARCH AND DEVE 40.00 X 123718 0 25056 ALEXANDER B CARTER VP OF IMPLEMENTATION 40.00 X 159235 0 8082 PAUL BECK DIRECTOR OF DISTRICT IMPLEMENTATION AND DESIGN 40.00 X 110511 0 6407 1021698 0 128183 7 0 1 0 COLORADO SUCCEEDS 730 17TH STREET 950 DENVER CO 80202 CONSULTING 135000 GBSM 1331 17TH STREET SUITE 550 DENVER CO 80202 CONSULTING 122191 2 4008185 4008185 CONSULTING REVENUE 900099 3269225 3269225 PROGRAM FEES 900099 186758 186758 3455983 183054 183054 CREDIT CARD REWARDS 900099 4010 4010 4010 7651232 3455983 0 187064 X 88465 88465 411357 228826 158105 24426 2996050 2520411 323122 152517 85241 68295 11410 5536 214575 171917 28723 13935 246533 197521 33005 16007 31255 31255 1058002 1027472 30530 25 25 44778 40658 3263 857 153695 129252 18083 6360 70006 56610 9774 3622 441740 431788 9028 924 218820 215625 3452 -257 31365 31365 PROGRAM FEES 42156 40449 1707 PROF DEVELOPMENT, HR 40477 37222 2358 897 1202 141 1061 6175742 5254677 696241 224824 4246286 5172480 1585293 2006476 428686 689960 27873 52341 31422 31422 0 0 22183 29013 6310321 7950270 363661 493302 72448 107266 436109 600568 X 2879996 2992284 2994216 4357418 5874212 7349702 6310321 7950270 1475490 0 X 0 1 X 1 0 X 3964243 4731614 2103429 3625931 4008185 18433402 3964243 4731614 2103429 3625931 4008185 18433402 6480830 11952572 9651 4658 2247 28375 183054 227985 15407 4010 19417 18680804 8968956 0.63980 0.56380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 15,407. 2023 AMOUNT: $ 4,010. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31422 31422 0 0 7651232 0 7651232 0 7651232 6175742 0 6175742 0 6175742 1 CANON CITY SCHOOLS 101 NORTH 14TH ST CANON CITY CO 81212 846013945 501(C)3 15000 0 CAREER CATALYZE - YEAR 1 STIPEND - MIDDLE SCHOOL PILOT COLORADO ASSOCIATION OF LATINO ADMINS AND SUPERINTENDENTS PO BOX 13109 DENVER CO 80202 452389970 501(C)3 7500 0 2023-2024 SCHOOL YEAR PARTNERSHIP DURANGO SCHOOL DISTRICT 9R 281 SAWYER DRIVE SUITE 100 DURANGO CO 81303 846012500 501(C)3 15000 0 JUMPSTART CONCURRENT ENROLLMENT 3 PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANTS AWARDED TO SCHOOL DISTRICTS AND OTHER ENTITIES INCLUDE CONTRACTUAL AGREEMENTS BETWEEN CEI AND THE RECIPIENTS OUTLINING THE PURPOSE OF THE GRANT, THE APPROVED AND PROHIBITED USE OF EXPENDITURES. SCHEDULE I, PART II, COLUMN (H) THE PURPOSE OF THESE GRANTS WAS TO ADVANCE STUDENT ACHIEVEMENT BY PROVIDING TOOLS, RESOURCES AND TECHNICAL ASSISTANCE. X X X 0 0 0 0 0 0 0 1 0 REBECCA F HOLMES PRESIDENT AND CEO 206105 0 10000 0 0 0 6876 0 21277 0 244258 0 0 0 SAMANTHA OLSON VP OF STRATEGY 142905 0 0 0 0 0 4642 0 21256 0 168803 0 0 0 ALEXANDER B CARTER VP OF IMPLEMENTATION 159235 0 0 0 0 0 4777 0 3305 0 167317 0 0 0 JEREMY S O'GRADY CHIEF OPERATING OFFICER 141334 0 0 0 0 0 4521 0 21244 0 167099 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS DETERMINES THE AMOUNT OF THE BONUS AND APPROVES THE DECISION PAY THE BONUS TO THE CEO. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW BEFORE BEING SENT TO THE REST OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ, UNDERSTAND, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND REPORT PROMPTLY ANY SUCH INTEREST THAT ARISES IN THE INDIVIDUAL'S CONDUCT OF THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION AND REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE AND SETS COMPENSATION USING COMPARABILITY DATA FROM SALARY SURVEYS. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,027,472. MANAGEMENT AND GENERAL EXPENSES 30,530. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,058,002.