2023-11-03T10:54:53-05:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-07-01 814012999 MEB ALLIANCE FOR EDUCATOR DIVERSITY INC MEBA 8005190249 100 WORLD DRIVE 101 PEACHTREE CITY GA 30269 DR CASSANDRA HERRING PRESIDENT AND CEO 8005190249 2023-11-02 1 DR CASSANDRA HERRING 999009999 1 JENNY TARKOWSKI CPA P00634290 6082744020 2023-11-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BRANCH ALLIANCE FOR EDUCATOR DIVERSITY DR CASSANDRA HERRING 100 WORLD DRIVE 101 PEACHTREE CITY GA 30269 6545310 0 X WWW.EDUCATORDIVERSITY.ORG X 2016 TX TO EMPOWER, CONNECT, AND ADVANCE A NATIONAL NETWORK OF MINORITY SERVING INSTITUTIONS. 8 8 0 8 0 0 20970969 5918475 142941 69320 33221 557515 0 0 21147131 6545310 1309072 1896598 0 0 2754898 2849165 0 0 123353 2322096 1826426 6386066 6572189 14761065 -26879 22314291 22716191 670746 868306 21643545 21847885 X TO EMPOWER, CONNECT, AND ADVANCE A NATIONAL NETWORK OF MINORITY SERVING INSTITUTIONS TO IMPROVE PROGRAMMING AND DRIVE INNOVATION IN PREPARING HIGHLY-EFFECTIVE EDUCATORS WHO REFLECT AND CHAMPION THE DIVERSITY OF OUR NATION'S SCHOOL CHILDREN. 0 0 5362654 1896598 69320 BRANCHED PROVIDES PRACTICAL TECHNICAL ASSISTANCE TO ADVANCE INSTITUTIONAL OUTCOMES, FOSTER STRATEGIC ALLIANCES TO SPUR COLLABORATION AND INNOVATION, AND AMPLIFY THE UNIQUE CONTRIBUTIONS OF MINORITY SERVING INSTITUTIONS IN PREPARING TEACHERS WHO WILL EDUCATE AMERICA'S CITIZENS. WE IDENTIFY AND SUPPORT WHAT IS WORKING WELL AND STRENGTHEN PROGRAM WEAKNESSES TO DRIVE CONTINUOUS QUALITY IMPROVEMENT AND ENSURE PROGRAM SUSTAINABILITY. WE FACILITATE IN-PERSON AND VIRTUAL OPPORTUNITIES TO ENSURE THAT MSI EDUCATOR PREPARATION PROGRAMS MEANINGFULLY ENGAGE WITH AND LEARN FROM BOTH EACH OTHER AND FROM KEY PARTNERS, SUCH AS K-12 INSTITUTIONS AND COMMUNITY ORGANIZATIONS. WE BUILD AWARENESS ABOUT THE CRITICAL ROLE MSIS PLAY IN PREPARING HIGHLY EFFECTIVE DIVERSE TEACHERS, AND WE SEEK TO AMPLIFY THE COLLECTIVE EXPERTISE OF MSIS AS A MEANS FOR ADVANCING THE FIELD OF EDUCATOR PREPARATION. 5362654 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 74 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DR CASSANDRA HERRING 5126863842 100 WORLD DRIVE STE 101 PEACHTREE CITY GA 30269 DR FRANK GETTRIDGE CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 ALLANA JACKSON BOARD MEMBER 1.00 X 0 0 0 DR JOHN LUCZAK BOARD MEMBER 1.00 X 0 0 0 JIM LARIMORE BOARD MEMBER 1.00 X 0 0 0 KATHRYN SCHOTTHOEFER BOARD MEMBER 1.00 X 0 0 0 PETER SHULMAN BOARD MEMBER 1.00 X 0 0 0 DR CURTIS MARTIN BOARD MEMBER 1.00 X 0 0 0 VICKI PHILLIPS BOARD MEMBER 1.00 X 0 0 0 DR CASSANDRA HERRING PRESIDENT & CEO 40.00 X 306229 0 38159 EDIE MORRIS CONTROLLER 40.00 X 168844 0 26736 DR PATRICIA MCHATTON SENIOR VP 40.00 X 181689 0 19291 DR LUZLEMA CANALES ASSOCIATE VP 40.00 X 135158 0 17567 DR SEDEF SMITH DIRECTOR OF EPP TRANSF. SERVICES 40.00 X 125732 0 15922 DR KATHERINE ZIMMER DIRECTOR OF BIRCH 40.00 X 111880 0 12333 1029532 0 130008 6 0 1 0 MGT KITAMBA INVESTOR LLC 4320 W KENNEDY BLVD STE 200 TAMPA FL 33609 STRATEGIC PLAN SUPPORT 115385 1 5918475 5918475 PROGRAM REVENUE 900099 69320 69320 69320 557515 557515 6545310 69320 0 557515 1896598 1896598 671359 518043 128475 24841 1556353 1200933 297833 57587 71694 55321 13720 2653 385920 297789 73852 14279 163839 126424 31353 6062 76716 76716 42502 42502 433574 167299 266275 232247 167594 56636 8017 21194 21194 80582 49127 29102 2353 31505 30621 884 477118 426477 48238 2403 11050 11050 8069 4919 2914 236 COACHING AND CONSULTING 262134 262134 DUES AND SUBSCRIPTIONS 126068 114514 6632 4922 RESEARCH 12000 12000 LICENSES 11667 11667 6572189 5362654 1086182 123353 140097 199536 10431715 9646105 4849568 2405259 0 33750 36002 65858 78553 19888 3008 58665 6811590 8496413 25002 1583409 17309 227196 22314291 22716191 670746 653005 0 215301 670746 868306 X 13620110 16662237 8023435 5185648 21643545 21847885 22314291 22716191 -26879 231219 0 X 0 1 X 1 0 X 5671568 3880283 5540356 20970969 5918475 41981651 5671568 3880283 5540356 20970969 5918475 41981651 16710997 25270654 10227 19489 24010 34020 557515 645261 193957 193957 42820869 404786 0.59010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 193,957. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78553 19888 58665 58665 CASH AND CASH EQUIVALENTS 1583409 F 1583409 OPERATING LEASE LIABILITIES, NET 215301 215301 6787729 231219 11200 242419 6545310 0 6545310 6583389 11200 11200 6572189 0 6572189 1 ALABAMA A&M UNIVERSITY 105 PATTON HALL BLDG NORMAL AL 35762 636000097 501C3 216852 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. AZUSA PACIFIC UNIVERSITY 680 E ALOSTA AVE AZUNA CA 91702 951744369 501C3 129930 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MADISON COUNTY SCHOOLS 1275 JORDAN ROAD HUNTSVILLE AL 35811 636000974 501C3 11666 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MOUNT ST MARY'S UNIVERSITY 10 CHESTER PLACE LOS ANGELES CA 90007 951641455 501C3 108501 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. PACIFIC OAKS 45 EIREKA STREET PASADENA CA 91103 951716809 501C3 130828 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. ST VINCENT DEPAUL SCHOOL 2333 S FIGUEROA ST LOS ANGELES CA 90007 952642600 501C3 7000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M INTERNATIONAL UNIVERSITY 5201 UNIVERSITY BLVD LAREDO TX 78041 741761398 501C3 199523 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M UNIVERSITY - SA ONE UNIVERSITY WAY SAN ANTONIO TX 78224 264168896 501C3 181204 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UNIVERSITY OF LAVERNE 1950 3RD ST LAVERNE CA 91750 951644026 501C3 122440 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UNIVERSITY OF NORTH CAROLINA - PEMBROKE ONE UNIVERSITY DRIVE PEMBROKE NC 28372 566000805 501C3 131488 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. VIRGINIA STATE UNIVERSITY 1 HAYDEN DR VIRGINIA STATE UNIVERS VA 23806 546001811 501C3 196075 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. WEST TEXAS A&M UNIVERSITY 2501 4TH AVENUE CANYON TX 79016 756031405 501C3 182151 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. ST TURIBUS CATHOLIC SCHOOL 1524 ESSEX ST LOS ANGELES CA 90021 501C3 7000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UPLAND UNIFIED SCHOOL DISTRICT 390 NORTH EUCLID AVE UPLAND CA 91786 330209386 501C3 14000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. CALIFORNIA LUTHERAN UNIVERSITY 60 WEST OLSEN ROAD M/C 1200 THOUSAND OAKS CA 91360 952962604 501C3 50002 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. FORT VALLEY STATE UNIVERSITY 1005 STATE UNIVERSITY DR FORT VALLEY GA 31030 586002062 501C3 47555 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M UNIVERSITY - CENTRAL TEXAS 1001 LEADERSHIP PLACE KILLEEN TX 76549 264169042 501C3 54895 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501C3 56915 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. VALDOSTA STATE UNIVERSITY 1500 NORTH PATTERSON STREET VALDOSTA GA 31698 586002072 501C3 43573 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. 19 0 PART I, LINE 2: BRANCHED REQUIRES BI-ANNUAL REPORTS FROM THE SUB-GRANT RECIPIENTS INCLUDING A BUDGET TEMPLATE, BUDGET NARRATIVE AND PROGRAM NARRATIVE REPORTS. THE REPORTS ARE REVIEWED BY FINANCIAL AND PROGRAM PERSONNEL TO CONFIRM THAT THE FUNDS ARE BEING USED IN AN APPROPRIATE MANNER. THE BUDGET TEMPLATE COMPARES THE ACTUAL SPEND TO THE ORIGINALLY SUBMITTED BUDGET AND THE VARIANCES ARE EXPLAINED IN THE BUDGET NARRATIVE. X 0 0 0 0 0 0 0 0 0 DR CASSANDRA HERRING PRESIDENT & CEO 221811 0 84168 0 250 0 11651 0 26508 0 344388 0 0 0 DR PATRICIA MCHATTON SENIOR VP 170506 0 10933 0 250 0 10913 0 8378 0 200980 0 0 0 EDIE MORRIS CONTROLLER 161631 0 6963 0 250 0 10489 0 16247 0 195580 0 0 0 DR LUZLEMA CANALES ASSOCIATE VP 134908 0 0 0 250 0 4689 0 12878 0 152725 0 0 0 UNIVERSITY INSURANCE AGENCY LLC BUSINESS OWNED BY SPOUSE OF PRESIDENT & CEO 20400 INSURANCE BROKER OF RECORD & SALE OF SUPPLEMENTAL INSRUANCE POLICIES TO THE ORGANIZATION AND EMPLOYEES. 0 JOSHUA HERRING SON OF PRESIDENT & CEO 5586 SUMMER INTERNSHIP CONTRACT WORK 0 FORM 990, PART VI, SECTION B, LINE 11B BRANCHED HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER IT'S PREPARED, MANAGEMENT REVIEWS THE FEDERAL FORM 990 AND SUBMITS IT TO FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ADDRESS ANY QUESTIONS OR CORRECTIONS. UPON THEIR REVIEW AND ACCEPTANCE, IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BRANCHED'S CONFLICT OF INTEREST POLICY IS SHARED ANNUALLY WITH THE FULL BOARD, AND THE BOARD IS ASKED TO SHARE ANY CONFLICTS OR ANY POTENTIAL CONFLICTS THAT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15A BRANCHED'S BOARD CONDUCTS AN ANNUAL REVIEW OF PERFORMANCE OF THE PRESIDENT AND CEO, AND SETS HER COMPENSATION, INFORMED BY EXTERNALLY OBTAINED COMPENSATION INFORMATION. THE COMPENSATION DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 BRANCHED MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.