2023-11-13T08:59:03-06:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2023-11-11 1 KAREN STOUT 999009999 0 FRANK H SMITH P00639053 2022274000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN A STOUT 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 36841176 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 13 13 78 15 0 0 13807317 6925530 8816848 9431354 524880 515086 7025 22538 23156070 16894508 747000 4501467 0 0 8929562 10736585 0 0 387145 7659718 9318718 17336280 24556770 5819790 -7662262 48979373 46914728 4485361 8610708 44494012 38304020 X TO LEAD AND SUPPORT A NATIONAL NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION THROUGH SHARING KNOWLEDGE, INNOVATIVE SOLUTIONS AND EFFECTIVE PRACTICES AND POLICIES LEADING TO IMPROVED OUTCOMES FOR ALL STUDENTS. 0 0 12273628 4167426 1524049 ACHIEVING THE DREAM, INC. (ATD) IS THE LEADING COLLEGE NETWORK CHAMPIONING EVIDENCE-BASED INSTITUTIONAL IMPROVEMENT TO HELP COMMUNITY COLLEGES IMPROVE OUTCOMES FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR WHO DREAM OF ACHIEVING THEIR GOALS FOR ACADEMIC SUCCESS AND ECONOMIC OPPORTUNITY. THE ATD NETWORK INCLUDES NEARLY 300 COLLEGES IN 45 STATES AND THE DISTRICT OF COLUMBIA. COLLEGES IN THE ATD NETWORK HAVE BEEN ABLE TO DEMONSTRATE DOUBLE-DIGIT DEGREE COMPLETION GAINS AND SUBSTANTIALLY CLOSE EQUITY GAPS BETWEEN SUBPOPULATIONS OF STUDENTS. ATD COLLEGES ROUTINELY GET SELECTED FOR PRESTIGIOUS NATIONAL AWARDS LIKE THE ASPEN PRIZE FOR COMMUNITY COLLEGE EXCELLENCE.A COLLEGE WILL TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE IN WHICH IT IS SUPPORTED BY COACHES TO EXAMINE INSTITUTIONAL DATA, IDENTIFY EQUITY GAPS, ASSESS CORE INSTITUTIONAL CAPACITIES AND DEVELOP STRATEGIES TO REDESIGN POLICIES, PRACTICES AND STRUCTURES SO THAT ALL STUDENTS HAVE ACCESSIBLE, EQUITABLE AND RELEVANT ACADEMIC AND SOCIAL EXPERIENCES. THROUGHOUT THIS THREE-YEAR FOUNDATIONS OF TRANSFORMATION EXPERIENCE AND BEYOND, ATD SUPPORTS COLLEGES IN BUILDING THEIR CAPACITY TO CONDUCT CONTINUOUS IMPROVEMENT TOWARDS CLOSING EQUITY GAPS. IN FY23, ATD BROUGHT THIRTEEN NEW COLLEGES INTO THE NETWORK, INCLUDING 5 OF THE 7 CITY COLLEGES OF CHICAGO.WITH SUPPORT FROM COGNIZANT US FOUNDATION, JP MORGAN CHASE FOUNDATION AND ASCENDIUM EDUCATION GROUP, ATD HAS CONTINUED TO SUPPORT A COHORT OF RURAL COLLEGES IN THEIR FOUNDATIONS OF TRANSFORMATION EXPERIENCE TO INCREASE THEIR CAPACITY TO PROVIDE STUDENTS THE SKILLS NEEDED FOR TOMORROW'S WORKFORCE AND CONNECT STUDENTS WITH CAREERS IN THE DIGITAL ECONOMY. ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 33 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE DEMONSTRATED VAST IMPROVEMENTS IN THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE ACHIEVEMENT GAPS AND THE GRANT HAS ENABLED ATD TO CREATE CONTENT AND COACHING PROCESSES THAT ARE CULTURALLY RESPONSIVE. WITH SUPPORT FROM AN ANONYMOUS FUNDER, ATD HAS CONTINUED CURATING HOLISTIC STUDENT SUPPORTS AND TEACHING AND LEARNING HIGH IMPACT PRACTICES IN THE TRIBAL COMMUNITY COLLEGE AND UNIVERSITY SETTING.EVIDENCE-BASED INSTITUTIONAL TRANSFORMATION REQUIRES COLLEGES TO EVALUATE DATA TO IDENTIFY EQUITY GAPS. THROUGH A BILL & MELINDA GATES FOUNDATION POSTSECONDARY DATA PARTNERSHIP INITIATIVE, WE ARE SUPPORTING DOZENS OF ATD NETWORK COLLEGES' TRANSITION TO THE POST-SECONDARY DATA PARTNERSHIP, ALLOWING SCHOOLS TO CAPTURE MORE PRECISE DATA POINTS AND ACCESS DATA FROM ONE PORTAL. TO MOVE ATD'S STRATEGY FORWARD, WE EMBARKED ON AN INAUGURAL COMMUNITY VIBRANCY COHORT WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP AND THE CRIMSONBRIDGE FOUNDATION. THE COHORT ENGAGES 16 MATURE NETWORK COLLEGES IN PILOT TESTING OF RESOURCE MATERIALS AND PROCESSES THAT WILL BE MODIFIED AND ROLLED OUT TO THE BROADER ATD NETWORK. THE INTENT IS TO HELP ALL COLLEGES MOVE FROM INSTITUTIONAL TRANSFORMATION TO COMMUNITY TRANSFORMATION. THE PROJECT EMPHASIZES A SET OF NEXT GENERATION METRICS PERTAINING TO ACCESS, EARLY MOMENTUM, MILESTONE MOMENTUM, MOBILITY, AND COMMUNITY VIBRANCY. LEARNING EVENTS THROUGHOUT THE YEAR SERVE AN IMPORTANT ROLE IN FURTHERING THE TRANSFORMATIONAL WORK AT THE COLLEGES. THESE EVENTS INCLUDE OUR MARQUEE NETWORK-WIDE CONVENING, DREAM, WHERE MORE THAN 2200 COMMUNITY COLLEGE LEADERS, PRACTITIONERS, AND FUNDERS GATHERED IN PERSON IN CHICAGO TO WORK TOGETHER AND LEARN BEST PRACTICES AND ANNUAL DATA & ANALYTICS SUMMIT, ATTENDED BY MORE THAN 300 PRACTITIONERS, FOCUSED ON IMPROVING STUDENT SUCCESS OUTCOMES BY BUILDING CAPACITY AND DEVELOPING A CULTURE OF INQUIRY ACROSS THE INSTITUTION. AT DREAM, WE RECOGNIZE THE ACCOMPLISHMENTS OF INSTITUTIONS THAT HAVE SHOWN MEANINGFUL ENGAGEMENT WITH ATD AND GROWTH IN STUDENT OUTCOMES THROUGH OUR LEADER COLLEGE, LEADER COLLEGE OF DISTINCTION, AND LEAH MEYER AUSTIN AWARD (RECOGNIZING FOUR -YEAR IMPROVEMENT IN THREE-YEAR COLLEGE GRADUATION RATES OR IMPROVEMENT IN TRANSFER OUT TO BACHELOR'S COMPLETION). DREAM AND OTHER HIGHLY FOCUSED EVENTS ALLOW ATD TO DEEPEN ITS CONNECTION TO NETWORK COLLEGES, SHOWCASE EFFECTIVE PRACTICES, AND DRAW IN NEW COLLEGES INTERESTED IN ENGAGING IN INSTITUTIONAL TRANSFORMATION.IN ADDITION TO DREAM AND THE DATA & ANALYTICS SUMMIT, ATD HOSTED A VIRTUAL ADULT LEARNER SUCCESS SUMMIT THAT GARNERED MORE THAN 1000 REGISTRANTS. SPONSORED BY THE ECMC FOUNDATION, NETWORK COLLEGES PARTICIPATED IN THIS VIRTUAL CONVENING FREE OF CHARGE. ATD'S ANNUAL, YEAR-LONG WEBINAR SERIES, OPPORTUNITIES FOR ALL, OFFERED EXPERT INSIGHTS FOR ATD NETWORK COLLEGES AS THEY CONTINUE THEIR TRANSFORMATION JOURNEY. 5657832 334041 1243070 II. NETWORK PROGRAMS OUR WORK IN THIS AREA FOCUSES ON THE IDEATION, DESIGN AND INCUBATION OF PROGRAMMATIC SUPPORTS FOR THE COLLEGES AND PARTNERS WE SERVE AS WELL AS STRENGTHENING ATD'S CAPACITY TO DO THIS WORK. ATD MOVES THE FIELD FORWARD BY EXPLORING IDEAS AND DEVELOPING SOLUTIONS IN RESPONSE TO NEW SOLUTIONS AND ADVOCATING FOR PRACTICES.COLLEGES WHO HAVE COMPLETED THEIR FIRST THREE YEARS MOVE TO ACCELERATE THEIR TRANSFORMATION BY SELECTING MORE TAILORED SUPPORTS IN SUBSEQUENT YEARS. COLLEGES CAN DELVE INTO HOLISTIC STUDENT SUPPORTS, EQUITY SERVICES, K12 PARTNERSHIP, OR TEACHING AND LEARNING SERVICES, WHICH COME WITH MORE IN-DEPTH ASSESSMENTS, COACHING AND TECHNICAL ASSISTANCE. THESE INNOVATIONS DRIVE INSTITUTIONAL TRANSFORMATION AROUND EQUITY, ACCESS, AND MOBILITY. ATD AND THE UNIVERSITY OF SOUTHERN CALIFORNIA, WITH FUNDING FROM THE KRESGE FOUNDATION AND GREATER TEXAS FOUNDATION, CONTINUED THEIR SUPPORT THE RACIAL EQUITY LEADERSHIP ACADEMY, WHICH SUPPORTED A GROUP OF NINE COLLEGES THROUGH STRATEGIC RACIAL EQUITY CHANGE EFFORTS BEGINNING IN 2022 AND CONTINUING THROUGH THE SPRING OF 2023.THROUGH AN ONGOING GRANT FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, ATD CONTINUED OUR OER WORK WITH THE TENNESSEE BOARD OF REGENTS AIMED AT REMOVING FINANCIAL ROADBLOCKS THAT CAN DERAIL STUDENTS' PROGRESS AND SPURRING INNOVATION IN COURSE DESIGN THAT WILL INCREASE THE LIKELIHOOD OF COURSE COMPLETION. ATD ALSO RELEASED A STUDY FUNDED BY HEWLETT EXPLORING HOW OPEN EDUCATIONAL RESOURCES CAN TRANSFORM TEACHING AND LEARNING.WITH AN INCREASED FOCUS ON PROFOUNDLY EXPANDING ACCESS TO COLLEGE, ATD IS WORKING TO BOLSTER ENROLLMENT OF ADULT LEARNERS. THE PRIORITIZING ADULT COMMUNITY COLLEGE ENROLLMENT INITIATIVE SUPPORTS 20 COMMUNITY COLLEGES ACROSS THE NATIONAL SCALE UP PROMISING EFFORTS TO REENROLL ADULT LEARNERS IN COMMUNITY COLLEGES, WITH SUPPORT FROM THE LUMINA FOUNDATION FOR EDUCATION. ATD'S K12 PARTNERSHIP WORK STEMS FROM ITS 2019 MERGER WITH GATEWAY TO COLLEGE NATIONAL NETWORK. LAST YEAR, ATD CONTINUED ITS SUPPORT OF OUR NEARLY 30 GATEWAY TO COLLEGE PROGRAMS WITH FUNDING FROM THE BARR FOUNDATION. THESE PROGRAMS REENGAGE OFF TRACK AND OUT OF SCHOOL YOUTH IN COLLEGE-BASED REENGAGEMENT PROGRAMS, WITH MOST STUDENTS GRADUATING AND CONTINUING ON IN POSTSECONDARY EDUCATION.LAST YEAR, ATD CONTINUED ITS WORK WITH A COHORT OF FOUR COMMUNITIES IN BUILDING SCHOOL TO COLLEGE TO CAREER PATHWAYS, WITH SUPPORT FROM THE CARNEGIE CORPORATION OF NEW YORK, LAUNCHING A NEW COHORT IN 2023. BY BRINGING TOGETHER HIGH SCHOOL EDUCATORS, COMMUNITY COLLEGES FACULTY, WORKFORCE DEVELOPMENT PROFESSIONALS, AND EMPLOYERS, THIS INITIATIVE AIMS TO CLOSE GAPS IN LOCAL EDUCATIONAL PIPELINES THAT PREVENT ECONOMICALLY MARGINALIZED YOUNG PEOPLE FROM ACHIEVING ECONOMIC MOBILITY. FINALLY, OVER THE LAST YEAR, ATD CONTINUED ITS WORK AS A PARTNER IN THE EVERY LEARNER EVERYWHERE (ELE) NETWORK, WITH SUPPORT FROM THE BILL & MELINDA GATES FOUNDATION. THROUGH ELE, ATD AND ITS PARTNERS BUILD THE CAPACITY OF COLLEGES TO IMPROVE STUDENT OUTCOMES WITH DIGITAL LEARNING THROUGH DIRECT TECHNICAL ASSISTANCE, TIMELY RESOURCES AND TOOLKITS, AND ONGOING ANALYSIS OF INSTITUTIONAL PRACTICES. 17931460 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 154 0 1 78 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 1 0 OR X EMILY FROIMSON 2404500075 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 DR GREGORY D WILLIAMS BOARD CHAIR, DIRECTOR 4.00 X X 0 0 0 SUZANNE WALSH VICE CHAIR, DIRECTOR 2.00 X X 0 0 0 LARRY KUBAL TREASURER, AUDIT & FINANCE CMTE CHAIR 4.00 X X 0 0 0 DR MIKE FLORES SECRETARY 2.00 X X 0 0 0 DR BARBARA LOMBARDO GOVERNANCE CMTE CHAIR 2.00 X 0 0 0 NICKOLAS CERTO DIRECTOR 1.00 X 0 0 0 DR PAM EDDINGER DIRECTOR 1.00 X 0 0 0 GREGORY HAILE DIRECTOR 1.00 X 0 0 0 DR ALEX JOHNSON DIRECTOR 1.00 X 0 0 0 DR CHRISTINE JOHNSON DIRECTOR 1.00 X 0 0 0 DR MARY ALICE MCCARTHY DIRECTOR 1.00 X 0 0 0 DR NICOLE MELANDER DIRECTOR 1.00 X 0 0 0 RICARDO TORRES DIRECTOR 1.00 X 0 0 0 KAREN A STOUT PRESIDENT & CEO 40.00 X 512385 0 33739 EMILY FROIMSON CHIEF OPERATING OFFICER 40.00 X 222495 0 18414 SUSAN MAYER CHIEF LEARNING OFFICER 40.00 X 223785 0 24817 MONICA PARRISH TRENT CHIEF PROGRAM AND NETWORK OFFICER 40.00 X 219583 0 19603 KHALISA JACOBS CHIEF OF STAFF 40.00 X 169596 0 27452 CAROL A LINCOLN SENIOR VICE PRESIDENT 40.00 X 168505 0 20749 JAQUELINE CORTEZ WANG CHIEF STRAT. OFFICER, VP EXT. PSHIPS 40.00 X 209920 0 17558 PAULA TALLEY EXEC. DIRECTOR, PROGRAM DEVELOPMENT 40.00 X 166885 0 35321 JANICE STUCKE CHIEF FINANCIAL OFFICER 40.00 X 161511 0 21101 STEPHANIE MARSHALL ED OF MEETINGS & LEARNING EVENTS 40.00 X 157311 0 20081 2211976 0 238835 31 0 1 0 COMMUNICATIONWORKS LLC 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 CONSULTING SERVICES 368026 REDSTONE STRATEGY GROUP LLC 3223 ARAPAHOE AVENUE SUITE 210 BOULDER CO 80303 CONSULTING SERVICES 241667 INTENTIONAL FUTURES 1501 E MADISON STREET SUITE 500 SEATTLE WA 981224473 MARKETING CONSULTING SERVICES 190000 DVP-PRAXIS LTD 8888 KEYSTONE CROSSING INDIANAPOLIS IN 46240 EVALUATION SERVICES 151825 LOCK CONSULTING LLC 702 WINDAM COURT SOLON IA 52333 COACHING SERVICES 112362 5 6925530 6925530 PROGRAM SERVICE FEES 900099 5442720 5442720 CONTRACTS 900099 2734403 2734403 CONFERENCE 900099 1223831 1223831 HONORARIUM 900099 30400 30400 9431354 796109 796109 19662896 19943919 -281023 -281023 -281023 1330 2749 -1419 -1419 REIMBURSEMENTS 900099 12548 12548 MISCELLANEOUS 900099 11409 11409 23957 16894508 9431354 0 537624 X 4464220 4464220 37247 37247 1662013 705656 843666 112691 7208437 4509371 2491959 207107 484094 304238 164689 15167 728652 444728 260774 23150 653389 385774 243126 24489 560 560 182973 1000 181973 94465 94465 4077682 3835075 242607 430533 2796 427737 162157 65885 96272 727773 147577 580196 302913 15273 287200 440 1137348 1039898 94645 2805 2002412 1927715 74697 77356 77356 33639 33639 PROFESSIONAL DEVEL. 47672 27804 18572 1296 DUES & PUBLICATIONS 28835 4803 24032 MISCELLANEOUS EXPENSES 12400 12400 24556770 17931460 6238165 387145 5311037 2491445 1795297 2190469 7182722 3864197 1195683 1107696 40 0 2749 0 614223 382235 526508 277299 192450 249209 32633315 34219102 51857 2410375 48979373 46914728 1645075 1706387 0 2158821 2540042 1887309 300244 2858191 4485361 8610708 X 27952433 29635978 16541579 8668042 44494012 38304020 48979373 46914728 -7662262 1472270 0 X 0 1 X 1 0 X 10115766 13327924 27412714 13807317 6925530 71589251 10115766 13327924 27412714 13807317 6925530 71589251 26663919 44925332 194215 251366 242777 725425 796109 2209892 127 233 2505 11409 14274 73813417 43208122 0.60860 0.62820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 127. 2019 AMOUNT: $ 233. 2021 AMOUNT: $ 2,505. 2022 AMOUNT: $ 11,409. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57179 33218 23961 469329 244081 225248 249209 OPERATING RIGHT-OF-USE ASSET 2362963 REFUNDABLE DEPOSIT 47412 2410375 OPERATING LEASE LIABILITY 2708203 DEFERRED COMPENSATION LIABILITY 149988 2858191 X 18348968 1472270 73906 2749 1548925 16800043 94465 94465 16894508 24538960 73906 2749 76655 24462305 94465 94465 24556770 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,749. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,749. 1 NORTHERN VIRGINIA COMMUNITY COLLEGE 3924 PENDER DRIVE SUITE 143 FAIRFAX VA 22030 541268263 115 136500 0 IMPLEMENTATION GRANTS PIERCE COLLEGE 9401 FARWEST DRIVE SW LAKEWOOD WA 98498 910821742 115 135000 0 IMPLEMENTATION GRANTS CUYAHOGA COMMUNITY COLLEGE DISTRICT 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 115 121500 0 IMPLEMENTATION GRANTS NORTHEAST WISCONSIN TECHNICAL COLLEGE 2740 WEST MASON STREET PO BOX 19042 GREEN BAY WI 543079042 391087141 121500 0 IMPLEMENTATION GRANTS AUSTIN COMMUNITY COLLEGE DISTRICT 5930 MIDDLE FISKVILLE RD AUSTIN TX 78752 741742036 115 120000 0 IMPLEMENTATION GRANTS BAY COLLEGE 2001 N LINCOLN RD ESCANABA MI 49829 381711021 115 120000 0 IMPLEMENTATION GRANTS COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION 1700 SPRING GARDEN STREET PHILADELPHIA PA 19130 232612698 501(C)(3) 120000 0 IMPLEMENTATION GRANTS LORAIN COUNTY COMMUNITY COLLEGE 1005 N ABBE RD ELYRIA OH 40035 340930187 115 120000 0 IMPLEMENTATION GRANTS NORTHERN ESSEX COMMUNITY COLLEGE 100 ELLIOTT STREET HAVERHILL MA 01830 042498732 115 120000 0 IMPLEMENTATION GRANTS RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET NEW YORK NY 10036 131988190 501(C)(3) 120000 0 IMPLEMENTATION GRANTS TEACHERS COLLEGE COLUMBIA UNIVERSITY 525 WEST 120 STREET BOX 30 NEW YORK NY 10027 131624202 501(C)(3) 68554 0 IMPLEMENTATION GRANTS TENNESSEE BOARD OF REGENTS 1 BRIDGESTONE PARK NASHVILLE TN 37214 620877872 115 59600 0 IMPLEMENTATION GRANTS COLLEGE OF MENOMINEE NATION PO BOX 1179 N 172 STATE HWY 47-55 KESHENA WI 54135 391773613 501(C)(3) 45000 0 IMPLEMENTATION GRANTS LAC COURTE OREILLES OJIBWE UNIVERSITY 13466 W TREPANIA RD HAYWARD WI 54843 391453493 501(C)(3) 45000 0 IMPLEMENTATION GRANTS SALISH KOOTENAI COLLEGE INC PO BOX 70 PABLO MT 598550070 810378823 501(C)(3) 45000 0 IMPLEMENTATION GRANTS AANIIIH NAKODA COLLEGE PO BOX 159 HARLEM MT 59526 810420980 501(C)(3) 41500 0 IMPLEMENTATION GRANTS FORT PECK COMMUNITY COLLEGE 605 INDIAN AVE PO BOX 398 POPLAR MT 59255 810374399 501(C)(3) 40000 0 IMPLEMENTATION GRANTS RED LAKE NATION COLLEGE 15480 MIGIZI DR RED LAKE MN 56671 263031521 501(C)(3) 40000 0 IMPLEMENTATION GRANTS SINCLAIR COMMUNITY COLLEGE 444 WEST THIRD STREET DAYTON OH 45402 310723444 115 25000 0 AWARD ELGIN COMMUNITY COLLEGE 1700 SPARTAN DRIVE ELGIN IL 60123 362600170 115 16500 0 IMPLEMENTATION GRANTS PASSAIC COUNTY COMMUNITY COLLEGE 1 COLLEGE BLVD PATERSON NJ 07505 222137361 501(C)(3) 16500 0 IMPLEMENTATION GRANTS CLAFLIN UNIVERSITY 400 MAGNOLIA STREET ORANGEBURG SC 29115 570314374 501(C)(3) 15500 0 IMPLEMENTATION GRANTS COASTAL BEND COLLEGE 3800 CHARCO RD BEEVILLE TX 78102 741542306 115 15500 0 IMPLEMENTATION GRANTS COLLEGE OF SOUTHERN MARYLAND PO BOX 910 LA PLATA MD 20646 520848273 15500 0 IMPLEMENTATION GRANTS HINDS COMMUNITY COLLEGE PO BOX 1100 RAYMOND MS 39154 646000453 115 15500 0 IMPLEMENTATION GRANTS LINCOLN UNIVERSITY FOUNDATION OF PA 1570 BALTIMORE PIKE LINCOLN UNIVERSITY PA 19352 842085409 501(C)(3) 15500 0 IMPLEMENTATION GRANTS SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN 7070 EAST BROADWAY ROAD MOUNT PLEASANT MI 48858 386178758 15500 0 IMPLEMENTATION GRANTS ALAMO COMMUNITY COLLEGE DISTRICT 2222 N ALAMO STREET SAN ANTONIO TX 78215 746002173 115 15000 0 IMPLEMENTATION GRANTS AMARILLO JUNIOR COLLEGE DISTRICT PO BOX 447 AMARILLO TX 79178 756000031 115 15000 0 IMPLEMENTATION GRANTS DURHAM TECHNICAL COMMUNITY COLLEGE 1637 LAWSON STREET DURHAM NC 27703 560792513 115 15000 0 IMPLEMENTATION GRANTS GRAYSON COLLEGE 6101 GRAYSON DENISON TX 75020 751169719 115 15000 0 IMPLEMENTATION GRANTS LEE COLLEGE PO BOX 818 BAYTOWN TX 77522 746025566 115 15000 0 IMPLEMENTATION GRANTS MINNESOTA STATE COLLEGES AND UNIVERSITIES 2101 14TH ST CLOQUET MN 55720 411687554 115 15000 0 IMPLEMENTATION GRANTS NORTH CENTRAL STATE COLLEGE 2441 KENWOOD CIRCLE MANSFIELD OH 44906 341038108 115 15000 0 IMPLEMENTATION GRANTS PATRICK HENRY COMMUNITY COLLEGE 645 PATRIOT AVE MARTINSVILLE VA 24112 541268271 115 15000 0 IMPLEMENTATION GRANTS THE ASPEN INSTITUTE 2300 N ST NW STE 700 WASHINGTON DC 20037 840399006 501(C)(3) 15000 0 IMPLEMENTATION GRANTS UNITED TRIBES TECHNICAL COLLEGE 3315 UNIVERSITY DRIVE BISMARCK ND 58504 450314233 501(C)(3) 15000 0 IMPLEMENTATION GRANTS WESTERN TECHNICAL COLLEGE 400 7TH STREET NORTH PO BOX C-0908 LA CROSSE WI 54601 396002842 115 15000 0 IMPLEMENTATION GRANTS WILLIAM RAINEY HARPER COLLEGE 1200 W ALGONQUIN RD PALATINE IL 60067 362582782 GOV'T ENTITY 15000 0 IMPLEMENTATION GRANTS BOROUGH OF MANHATTAN COMMUNITY COLLEGE 199 CHAMBERS STREET NEW YORK NY 10007 461371336 115 12500 0 IMPLEMENTATION GRANTS HOUSTON COMMUITY COLLEGE SYSTEM 3100 MAIN HOUSTON TX 77002 741709152 115 10000 0 IMPLEMENTATION GRANTS NATIONAL STUDENT CLEARINGHOUSE 2300 DULLES STATION BLVD SUITE 300 HERNDON VA 20171 521836384 501(C)(4) 10000 0 IMPLEMENTATION GRANTS NUETA HIDATSA SAHNISH COLLEGE COLLEGE DR 301 NEW TOWN ND 58763 450322990 501(C)(3) 6500 0 IMPLEMENTATION GRANTS 40 3 SCHOLARSHIPS 17 37247 PART I, LINE 2: ATD PROVIDES SCHOLARSHIPS TO VARIOUS INDIVIDUALS IN ORDER TO HELP SUPPORT ACTIVITIES UNDER VARIOUS FUNDED LEARNING INITIATIVES, ALL DESIGNED TO IMPROVE STUDENT SUCCESS OUTCOMES. DURING THE LIFE OF A GRANT MADE BY ATD TO AN ENTITY IN THE UNITED STATES (NO LESS FREQUENTLY THAN ANNUALLY) THE RECIPIENT PROVIDES ATD A FINANCIAL AND NARRATIVE REPORT ON THE USE OF THE GRANT FUNDS. X 0 1 X X X X 0 0 0 0 0 0 0 1 0 KAREN A STOUT PRESIDENT & CEO 451385 0 44000 0 17000 0 23270 0 10469 0 546124 0 0 0 SUSAN MAYER CHIEF LEARNING OFFICER 218352 0 5433 0 0 0 15230 0 9587 0 248602 0 0 0 EMILY FROIMSON CHIEF OPERATING OFFICER 220280 0 2215 0 0 0 15463 0 2951 0 240909 0 0 0 MONICA PARRISH TRENT CHIEF PROGRAM AND NETWORK OFFICER 214041 0 5542 0 0 0 15536 0 4067 0 239186 0 0 0 JAQUELINE CORTEZ WANG CHIEF STRAT. OFFICER, VP EXT. PSHIPS 207820 0 2100 0 0 0 14665 0 2893 0 227478 0 0 0 PAULA TALLEY EXEC. DIRECTOR, PROGRAM DEVELOPMENT 162475 0 4410 0 0 0 12363 0 22958 0 202206 0 0 0 KHALISA JACOBS CHIEF OF STAFF 162498 0 7098 0 0 0 12632 0 14820 0 197048 0 0 0 CAROL A LINCOLN SENIOR VICE PRESIDENT 166841 0 1664 0 0 0 11490 0 9259 0 189254 0 0 0 JANICE STUCKE CHIEF FINANCIAL OFFICER 154951 0 6560 0 0 0 11653 0 9448 0 182612 0 0 0 STEPHANIE MARSHALL ED OF MEETINGS & LEARNING EVENTS 155706 0 1605 0 0 0 11087 0 8994 0 177392 0 0 0 PART I, LINE 7 ATD'S OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES RECEIVED DISCRETIONARY PERFORMANCE BONUSES DURING CALENDAR YEAR 2022. THESE BONUSES ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT AND FINANCE COMMITTEE AND IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED ANNUALLY TO SIGN A FORM THAT INDICATES THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTOOD THE POLICY, AND ARE IN COMPLIANCE WITH THE POLICY. THE FORMS ARE UPDATED EACH YEAR DURING THE BOARD OF DIRECTORS ANNUAL MEETING (TYPICALLY IN OCTOBER OR NOVEMBER) AND ARE REVIEWED AT THAT TIME FOR ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 IN COMPLIANCE WITH IRS GUIDELINES FOR APPROVAL OF SENIOR MANAGEMENT COMPENSATION, THE BOARD OF DIRECTORS OF ATD FOLLOWS THE BELOW REVIEW-AND-APPROVAL PROCESS WITH REGARD TO COMPENSATION OF ITS KEY EMPLOYEES: 1. IMPARTIAL DECISION MAKERS: COMPENSATION MUST BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OR DESIGNATED SUB-COMMITTEE COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. 2. COMPARABILITY DATA: WHEN CONSIDERING COMPENSATION OF KEY EMPLOYEES, COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. THIS DATA MAY INCLUDE BUT IS NOT LIMITED TO THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND D) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. IN DETERMINING WHETHER THE COMPENSATION PAID IS REASONABLE, THE BOARD OF DIRECTORS WILL TAKE INTO ACCOUNT ALL BENEFITS PAID BY THE ORGANIZATION. 3. CONTEMPORANEOUS DOCUMENTATION: DOCUMENTATION MUST BE MAINTAINED WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. 4. SCHEDULE OF COMPENSATION DELIBERATIONS: THE BOARD OF DIRECTOR'S REVIEW AND APPROVAL OF COMPENSATION SHALL OCCUR INITIALLY UPON HIRING, WHENEVER THE TERM OF EMPLOYMENT, IF ANY, IS RENEWED OR EXTENDED, AND WHENEVER THE COMPENSATION IS MODIFIED. FORM 990, PART VI, SECTION C, LINE 19 ATD'S FEDERAL FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST TO THE EXECUTIVE VICE PRESIDENT. FORM 990, PART IX, LINE 11G CONSULTANTS - HR: PROGRAM SERVICE EXPENSES 9,000. MANAGEMENT AND GENERAL EXPENSES 73,525. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,525. CONSULTANTS - RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,514. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,514. DATA COACHES: PROGRAM SERVICE EXPENSES 2,260,578. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,260,578. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 1,565,497. MANAGEMENT AND GENERAL EXPENSES 86,305. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,651,802. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,051. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,051. CONSULTANTS - OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,212.