2024-07-15T09:36:33-05:00 2023-08-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS 16TH FLOOR NEW YORK NY 10018 990 2022-09-01 273238471 AMERICA ACHIEVES INC AMER 6463898894 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 KATE FORESTER INTERIM CFAO 6463898894 2024-07-15 1 KATE FORESTER 999009999 0 MIKE SCHALL P02024184 2122682804 2024-07-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JON SCHNUR 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 10611210 0 X WWW.AMERICAACHIEVES.ORG X 2010 NY AMERICA ACHIEVES IS DEVOTED TO ADVANCING ECONOMIC AND EDUCATIONAL OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW- AND MODERATE-INCOME AND OTHER UNDERSERVED COMMUNITIES. 8 6 20 6 0 0 27159584 10344068 40000 221000 2243 45142 0 1000 27201827 10611210 14267939 7876609 0 0 2255492 3097419 0 0 168474 6031627 4905531 22555058 15879559 4646769 -5268349 20252145 6931163 1615817 2526738 18636328 4404425 X AMERICA ACHIEVES IS DEVOTED TO ADVANCING ECONOMIC AND EDUCATIONAL OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW- AND MODERATE-INCOME AND OTHER UNDERSERVED COMMUNITIES. 0 0 8083017 7821609 ACCELERATEACCELERATE, THE NATIONAL TUTORING INITIATIVE: THIS PAST FISCAL YEAR, AMERICA ACHIEVES SPUN OFF A NEW NONPROFIT ORGANIZATION, ACCELERATE, WHICH IT HAD CONCEIVED OF, INCUBATED, AND LAUNCHED OVER THE PRIOR TWO FISCAL YEARS. ACCELERATE IS A NATIONAL INITIATIVE THAT AIMS TO ENSURE EQUITABLE ACCESS TO INDIVIDUALIZED INSTRUCTION FOR HISTORICALLY EXCLUDED STUDENTS NATIONWIDE TO ADVANCE THEIR ACADEMIC SUCCESS AND WELL-BEING AT SCALE. TO ACCOMPLISH THIS MISSION, ACCELERATE IS PURSUING A THREE-PRONGED STRATEGY. FIRST, IT IS DRIVING DIRECT IMPACT FOR STUDENTS IN SCHOOL SYSTEMS THAT LEVERAGE THE EXISTING EVIDENCE BASE ON HIGH-IMPACT TUTORING WHILE INVESTING IN INNOVATIVE SOLUTIONS THAT BREAK DOWN BARRIERS TO ACCESS. ACCELERATE AND ITS GRANTEES HAVE SERVED OVER 200,000 STUDENTS ACROSS THE COUNTRY. SECOND, IT IS FURTHER BUILDING THE EVIDENCE BASE ON WHAT MAKES INDIVIDUALIZED INSTRUCTION EFFECTIVE, HOW TO IMPLEMENT IT AT SCALE, AND HOW TO MAKE IT MORE COST-EFFECTIVE THROUGH A STRATEGIC RESEARCH AGENDA. THIRD, IT IS SHAPING ACTIONS OF THE RANGE OF PARTNERS INCLUDING STATE AND FEDERAL POLICYMAKERS NEEDED TO SUSTAINABLY EMBED EFFECTIVE PRACTICES INTO THE FABRIC OF PUBLIC EDUCATION SYSTEMS, EQUITABLY SERVING STUDENTS AT LARGE SCALE AND IN THE LONG TERM.AMERICA ACHIEVES CONCEIVED THE IDEA FOR ACCELERATE; RAISED $70 MILLION FOR THIS NATIONAL INITIATIVE AND NEW NONPROFIT ORGANIZATION; AND EXECUTED ITS INITIAL PILOT PROGRAMS, RESEARCH PARTNERSHIPS, AND NATIONAL GRANT COMPETITION. AMERICA ACHIEVES ANNOUNCED THE LAUNCH OF ACCELERATE WITH SUPPORT FROM A BIPARTISAN GROUP OF SIX CURRENT AND FORMER US SECRETARIES OF EDUCATION AFTER RECRUITING JANICE JACKSON (FORMER CEO OF CHICAGO PUBLIC SCHOOLS) TO SERVE AS THE FOUNDING EXECUTIVE CHAIR OF ACCELERATE'S BOARD AND KEVIN HUFFMAN (FORMER COMMISSIONER OF THE TN DEPARTMENT OF EDUCATION) TO LEAD THIS NEW ORGANIZATION AS ITS FOUNDING CEO. 4682351 55000 GOOD JOBS ECONOMYBUILDING ON OUR WORK IN SUPPORTING ALMOST 75 COMMUNITIES IN ADVANCING INCLUSIVE ECONOMIC GROWTH, AMERICA ACHIEVES FOCUSES ON HELPING COMMUNITIES ALIGN AND INTEGRATE ECONOMIC GROWTH WITH ECONOMIC MOBILITY AND EQUITY IN ORDER TO GROW A FAIR ECONOMY, CREATE AND FAIRLY FILL GOOD JOBS AT SCALE, AND BUILD THE HOPE AND SHARED ECONOMIC PROGRESS NEEDED TO STRENGTHEN OUR DEMOCRACY.OUR GOAL IS THAT BY 2030, LOCAL , TRUSTED "BACKBONE ORGANIZATIONS AND COALITIONS WILL WORK WITH AMERICA ACHIEVES TO BECOME PROOF POINTS OF SUCCESS - BRINGING TOGETHER REGIONAL COALITIONS THAT REPRESENT LOCAL BUSINESSES AND INDUSTRIES, COMMUNITY-LED NONPROFITS, STATE AND LOCAL GOVERNMENT, AND EDUCATIONAL INSTITUTIONS FROM K-12, HIGHER EDUCATION, COMMUNITY COLLEGES, AND VOCATIONAL TRAINING CENTERS. THESE COLLABORATIVE, MULTI-SECTOR REGIONAL COALITIONS WILL WORK TOGETHER TO CREATE MORE GOOD JOBS, ENSURE MORE EQUITABLE ACCESS TO GOOD JOBS, AND BUILD PUBLIC SUPPORT. THESE COMMUNITIES WILL SERVE AS LOCAL PROOF-POINTS OF WHAT'S POSSIBLE NATIONWIDE, DEMONSTRATING THAT EFFORTS TO DRIVE ECONOMIC GROWTH CAN NOT, AND SHOULD NOT, OPERATE SEPARATELY FROM EFFORTS TO DRIVE ECONOMIC OPPORTUNITY. THEY WILL ALSO SERVE AS EXAMPLES OF HOW TO DEPLOY LARGE-SCALE RESOURCES TO FUEL THE GROWTH OF EMERGING REGIONAL INDUSTRIES, AND A CATALYST TO ENABLE EQUITABLE ACCESS TO GOOD JOBS NATIONWIDE.TO ACHIEVE THIS GOAL, OUR CURRENT INTENT IS THAT WE WILL OVER THE NEXT SEVERAL YEARS: (A) SUPPORT LOCAL PROOF POINTS BY SELECTING, FUNDING, AND DEVELOPING UP TO 25 OUTSTANDING BACKBONE ORGANIZATIONS WITH THE SAVVY, CLOUT, CAPABILITIES, COMMITMENT, AND CREDIBILITY TO DEVELOP AND IMPLEMENT A STRONG, EQUITABLE ECONOMIC GROWTH AGENDA AND AN ALIGNED, EFFECTIVE CROSS-SECTOR COALITION AND ECOSYSTEM; (B) DRIVE CHANGE AT SCALE BY BUILDING A PIPELINE HELPING 100+ COMMUNITIES GET TO WORK ON INCLUSIVE ECONOMIC GROWTH, ACCESS TOOLS, AND PREPARE FOR THE POSSIBILITY OF OUR "DEEPER DIVE" SUPPORT AND EFFECTIVE USE OF LARGE-SCALE PUBLIC FUNDING; AND (C) ADVANCE ALIGNED PUBLIC POLICY AND MESSAGING INFORMED BY WHAT WORKS, FOR WHOM, AND UNDER WHAT CONDITIONS AND WHERE WE MUST CONTINUE TO LEARN TO ACHIEVE OUR COLLECTIVE GOALS OF ECONOMIC ADVANCEMENT TO HELP COMMUNITIES ACROSS THE COUNTRY SUCCEED.IN FY23, WE CONTINUED TO BUILD THE FOUNDATION FOR OUR GOOD JOBS ECONOMY STRATEGY. SPECIFICALLY, WE LED A SUCCESSFUL EFFORT IN CONGRESS TO SECURE BIPARTISAN SUPPORT FOR $500M IN APPROPRIATIONS FOR THE REGIONAL TECH HUBS COMPETITION. WE THEN ACTIVELY SUPPORTED LOCAL COMMUNITIES AS THEY DEVELOPED PLANS TO QUALIFY FOR THIS FUNDING AND LEVERAGE THESE ECONOMIC DEVELOPMENT RESOURCES WITH A FOCUS ON EQUITY. OF THE 11 TECH HUBS APPLICATIONS WE SUPPORTED, SEVEN WERE AWARDED HUB DESIGNATIONS, AND ONE WAS AWARDED A STRATEGY DEVELOPMENT GRANT, A SUCCESS RATE OF 64% (7.8X THE NATIONAL AVERAGE). WE THEN SUPPORTED NINE DESIGNATED TECH HUBS PARTICIPATING IN PHASE 2 OF THE COMPETITION, WHICH WILL AWARD 5-10 OF THE 31 DESIGNATED TECH HUBS AN ADDITIONAL $40-75 MILLION IN IMPLEMENTATION GRANTS (WINNERS TO BE ANNOUNCED FY24 SUMMER) 1628349 0 221000 PLACE-BASED IMPLEMENTATION SUPPORTPLACE-BASED IMPLEMENTATION SUPPORT SUPPORTS IMPLEMENTATION EFFORTS IN LOCALITIES THAT WE HAD HELPED APPLY FOR THE FEDERAL BUILD BACK BETTER REGIONAL CHALLENGE (BBBRC) AND GOOD JOBS CHALLENGE (GJC) COMPETITIVE GRANT PROGRAMS DRIVING SKILLS, WORKFORCE DEVELOPMENT, AND ECONOMIC DEVELOPMENT.AMERICA ACHIEVES HAS MORE THAN A DECADE-LONG TRACK RECORD DEPLOYING ITS RESULTS-ORIENTED TEAM AND COLLABORATIVE APPROACH TO STRATEGICALLY DRIVE OUTCOMES AND FORGE STRONG PARTNERSHIPS WITH MAJOR FOUNDATIONS AND OTHER ORGANIZATIONS. WE HAVE SUCCESSFULLY CHAMPIONED SIGNIFICANT POLICY INITIATIVES AND BUILT AND SCALED HIGH-QUALITY NON-PROFIT ORGANIZATIONS AND PROGRAMS IN COMMUNITIES TO DRIVE CAREER READINESS AND ECONOMIC MOBILITY ACROSS THE COUNTRY. THIS PRIOR EXPERIENCE HELPS POSITION AMERICA ACHIEVES TO PURSUE EVIDENCE-BASED STRATEGIES AND DELIVER MEASURABLE OUTCOMES THROUGH ITS WORK TO HELP COMMUNITIES BUILD LOCAL GOOD JOBS ECONOMIES WITH EQUITABLE ACCESS TO GOOD JOBS.INVESTING IN AMERICA'S COMMUNITIES PROJECT - BUILDING BACK BETTER AND GOOD JOBS CHALLENGE: WITH GENEROUS DONATIONS FROM OUR FUNDERS, AMERICA ACHIEVES SUPPORTED 17 REGIONS IN SUBMITTING THEIR BBBRC ROUND 1 PLANNING GRANT APPLICATIONS AND PROVIDED CUSTOMIZED, IN-DEPTH APPLICATION SUPPORT AS WELL AS WORKSHOPS, OFFICE HOURS, AND LIGHT-TOUCH APPLICATION REVIEW AND FEEDBACK TO A BROADER GROUP OF INTERESTED REGIONS. NOTABLY, 9 OF THE 17 REGIONS TO WHICH WE PROVIDED SUPPORT WERE AWARDED ONE OF THE 60 PLANNING GRANTS OUT OF MORE THAN 500 TOTAL APPLICANTS. FOR ROUND 2 OF THE BBBRC IMPLEMENTATION GRANT APPLICATIONS, WE DESIGNED AND LED AN EDA-FUNDED TECHNICAL ASSISTANCE COALITION THAT SUPPORTED ALL 60 FINALISTS BY ASSESSING THE NEEDS OF EACH REGION AND PROVIDING INDIVIDUAL AND SHARED SUPPORTS THROUGH 1:1 CONSULTATION, TOPICAL WEBINARS, AND RESPONSIVE RESOURCES ALONG WITH ITERATIVE FEEDBACK ON THEIR PROPOSALS TO HELP SHARPEN THEIR STRATEGIES AND THEIR FOCUS ON EQUITY. IN SEPTEMBER 2022, 21 BBBRC IMPLEMENTATION GRANT WINNERS RECEIVED A TOTAL OF NEARLY $1 BILLION IN GRANTS, AND IN EARLY AUGUST, 32 GJC GRANT WINNERS RECEIVED A TOTAL OF $500 MILLION IN GJC GRANT AWARDS.GIVEN THE TRANSFORMATIVE NATURE OF THESE FEDERAL BBBRC AND GJC INVESTMENTS, AMERICA ACHIEVES INITIATED AND LED THE DEVELOPMENT OF A COMPLEMENTARY INITIATIVE TO ADVANCE THE MOMENTUM AND CONTINUATION OF BBBRC PLANNING GRANT WINNERSTHOSE FINALISTS WHO DID NOT RECEIVE A LARGE IMPLEMENTATION GRANTAS WELL AS GIVING BBBRC IMPLEMENTATION GRANT WINNERS IMMEDIATE TALENT TOOLS AND SUPPORT TO HELP SUCCESSFULLY LAUNCH THIS TRANSFORMATIVE $1 BILLION INVESTMENT. THIS EFFORT IS ALSO BENEFITING A SUBSET OF STRONG GJC APPLICANTS AND OTHERS WHO DIDN'T WIN FEDERAL GRANTS AND OTHER PLACE-BASED INITIATIVES ADVANCING WORKFORCE DEVELOPMENT ALIGNED TO INFRASTRUCTURE NEEDS AND INCLUDES BOTH NEAR-TERM DELIVERABLES AND A LONGER-TERM STRATEGY. AMERICA ACHIEVES, IN CLOSE COLLABORATION WITH PHILANTHROPIC PARTNERS AND BEST-IN-CLASS TECHNICAL ASSISTANCE EXPERTS, DESIGNED AND COORDINATED A MENU OF SUPPORTS AND SERVICES, INCLUDING STRATEGIC COHERENCE AND ADVISING, DEVELOPMENT OF AND CONNECTIONS TO FUNDING THROUGH OUR CATALYZE REGISTRY, TALENT MATCHING, TARGETED TECHNICAL ASSISTANCE AND TECHNICAL ASSISTANCE MATCH. 14393717 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 47 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X KATE FORESTER 6463898894 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 X JON SCHNUR CEO 40.00 X X 342406 0 24378 KEITH FROME CHAIRMAN 1.00 X X 0 0 0 GIL DICKOFF DIR.& TREASURER 1.00 X X 0 0 0 JEAN DESRAVINES DIRECTOR 0.75 X 0 0 0 CHRISTOPHER CHADWICK DIRECTOR 0.75 X 0 0 0 MORA SEGAL DIRECTOR 0.75 X 0 0 0 MIKE JOHNSTON DIRECTOR 0.75 X 0 0 0 STEFAN PRYOR DIRECTOR STAFF TO 2/23, DIR FROM 4/23 40.00 X 109073 0 9700 DIANE FORD CFO & SECRETARY 40.00 X 275364 0 24378 ALLISON BAJRACHARYA CHIEF OF STRATEGY AND COMMUNITIES 40.00 X 209790 0 17243 KEVIN HUFFMAN SEE SCH O CEO, ACCELERATE (SEE SCH O) 40.00 X 333916 0 16767 JOANNA MIKULSKI CFPDO 40.00 X 243873 0 16088 WILLIAM CLAIBORNE FERGUSON PROGRAM DIRECTOR 40.00 X 153900 0 737 NAEHA DEAN SEE SCH O CHIEF STRATEGY OFFICER, ACCELERATE 40.00 X 114641 0 10246 MOLLY DILLON SENIOR ADVISOR, POLICY 40.00 X 104035 0 5788 1886998 0 125325 9 0 1 0 S3DC LLC 1100 NEW JERSEY AVE SE STE 2212 WASHINGTON DC 20003 PROJECT CONSULTANT 342400 JAY ALTMAN 8221 FRERET ST NEW ORLEANS LA 70118 PROJECT CONSULTANT 271305 GATEKEEPERS INITIATIVES LLC 11 BRIAR CLOSE ROAD LARCHMONT NY 10538 COMMUNICATIONS CONSULTANT 245213 KATHLEEN WARNER LLC PO BOX 1975 WHITEFISH MT 59937 PROGRAM ADVISOR 234996 AGB CONSULTING LLC 2244 TALMADGE ST LOS ANGELES CA 90027 PROJECT MANAGEMENT 133000 5 10344068 10344068 EARNED INCOME 611710 221000 221000 221000 45142 45142 MISCELLANEOUS 900099 1000 1000 1000 10611210 221000 0 46142 X 7826609 7826609 50000 50000 1082053 638237 355078 88738 1649418 1358292 249588 41538 185745 151361 27637 6747 180203 133141 38684 8378 67936 20761 47175 55950 55950 3088 3088 4518179 4091609 403497 23073 58806 19159 39647 17925 17925 150302 97710 52592 1397 1397 24437 24437 MEMBER DUES AND SUBSCRI 4516 2500 2016 MISCELLANEOUS 2995 1250 1745 15879559 14393717 1317368 168474 3252714 401652 16358743 3211802 617277 3275000 1391 21007 41318 28700 28700 2404 0 20252145 6931163 1601577 1351738 14240 0 1175000 1615817 2526738 X 153707 54507 18482621 4349918 18636328 4404425 20252145 6931163 X -5268349 -8963554 X 0 1 X 1 1 1 X 11811648 2332658 17676000 27159584 10344068 69323958 11811648 2332658 17676000 27159584 10344068 69323958 41859976 27463982 806 1920 199 2243 45142 50310 35007 20778 4431 1000 61216 69435484 593514 0.39550 0.41550 X SCHEDULE A, PART II, LINE 10 OTHER INCOME INCLUDES HONORARIA, REIMBURSED TRAVEL AND OTHER RELATED EXPENSES. 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TAX FILINGS FOR THE PERIODS ENDING AUGUST 31, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 1 AIR TUTORS 2830 SEBASTAN LANE STOCKTON CA 95212 814167930 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) AMERICA'S FRONTIER FUND 2550 S CLARK STREET SUITE 610 ARLINGTON VA 22202 872465999 501(C)(3) 50000 0 TULSA LANDSCAPE ANALYSIS AMIRA LEARNING INC 5214F DIAMOND HEIGHTS BLVD 3255 SAN FRANCISCO CA 94131 822207220 501(C)(3) 739240 0 ACCELERATE (STUDENT-TUTOR MATCHING) AMPLIFY 55 WASHINGTON STREET BROOKLYN NY 11201 134125483 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) BACKFIELD IN MOTION INC 920 WOODLAND STREET NASHVILLE TN 37206 621826603 501(C)(3) 100000 0 ACCELERATE (STUDENT-TUTOR MATCHING) BLACK HILLS SPECIAL SERVICES COOPERATIVE 1925 PLAZA BLVD RAPID CITY SD 57702 460361575 501(C)(3) 300225 0 ACCELERATE (STUDENT-TUTOR MATCHING) CAMBIAR EDUCATION 17412 VENTURA BLVD 268 ENCINO CA 91316 813508420 501(C)(3) 500000 0 ACCELERATE (STUDENT-TUTOR MATCHING) COMMIT 3000 PEGASUS PARK DR 9TH FLR DALLAS TX 75247 800790222 501(C)(3) 150000 0 ALASKA TECH HUB REGIONAL INNOVATION OFFICER GEC USA LLC 8304 13TH AVE BROOKLYN NY 11228 871301998 501(C)(3) 125000 0 ACCELERATE (STUDENT-TUTOR MATCHING) IGNITE READING PBC 6 PRESIDIO TERRACE SAN FRANCISCO CA 94118 883513818 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD BALTIMORE MD 21211 520595110 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) JUMP MATH INC 600 OAKLAND ROAD NE SUITE B CEDAR RAPIDS IA 52402 831576941 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) NEW SCHOOLS FOR NEW ORLEANS 1555 POYDRAS STREET SUITE 781 NEW ORLEANS LA 70112 020773717 501(C)(3) 500000 0 ACCELERATE (STUDENT-TUTOR MATCHING) PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE CAMBRIDGE MA 02138 042103580 501(C)(3) 805669 0 ACCELERATE (STUDENT-TUTOR MATCHING) READING PARTNERS 180 GRAND AVE SUITE 800 OAKLAND CA 94612 770568469 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) RHODE ISLAND DEPARTMENT OF EDUCATION ONE CAPITOL HILL PROVIDENCE RI 02908 056000522 501(C)(3) 250000 0 ACCELERATE (STUDENT-TUTOR MATCHING) SOUTHERN EDUCATION FOUNDATION INC 101 MARIETTA ST NW 16TH FLOOR STE 1650 ATLANTA GA 30303 135562388 501(C)(3) 400000 0 ACCELERATE (STUDENT-TUTOR MATCHING) TEACH FOR AMERICA INC 25 BROADWAY NEW YORK NY 10004 133541913 501(C)(3) 500000 0 ACCELERATE (STUDENT-TUTOR MATCHING) TENNESSEE SCORE 1207 18TH AVE S SUITE 326 NASHVILLE TN 37212 263670335 501(C)(3) 700000 0 ACCELERATE (STUDENT-TUTOR MATCHING) THE OAKLAND REACH 333 HEGENBERGER RD SUITE 425 OAKLAND CA 94621 831289590 501(C)(3) 350000 0 ACCELERATE (STUDENT-TUTOR MATCHING) TRY ONCE INC 440 NORTH BARRANCA AVE SUITE 5154 COVINA CA 91723 872985478 501(C)(3) 251475 0 ACCELERATE (STUDENT-TUTOR MATCHING) ZEARN PO BOX 20 NEW YORK NY 10016 371665745 501(C)(3) 500000 0 ACCELERATE (STUDENT-TUTOR MATCHING) 22 STIPEND 15 50000 PART I, LINE 2: ONCE AN AGREEMENT IS REACHED, THE PROGRAM LEAD OR OTHER DESIGNATED PERSON FROM AMERICA ACHIEVES AND THE PARTNER ORGANIZATION WILL AGREE ON A PLAN TO MAINTAIN CLOSE COMMUNICATION TO ENSURE THAT AMERICA ACHIEVES UNDERSTANDS PROGRESS MADE AND ANY CHALLENGES OF THE ONGOING WORK. AMERICA ACHIEVES DOES NOT REQUIRE THE PARTNER ORGANIZATION TO REPORT ON ALL OF THEIR ACTIVITIES. HOWEVER, WE FOCUS ON THE MOST SIGNIFICANT METRICS OF PROGRESS. THE FREQUENCY OF COMMUNICATION AND MEASUREMENT DEPENDS ON THE TYPE OF WORK. AT THE END OF THE PROJECT, THE PARTNER WILL WORK WITH THE PROGRAM OFFICER OR DESIGNATED PERSON AT AMERICA ACHIEVES TO SUBMIT A FINAL REPORT THAT SUMMARIZES THE RESULTS ACHIEVED. X X X X 0 0 0 0 0 0 0 0 0 JON SCHNUR CEO 342406 0 0 0 0 0 0 0 24378 0 366784 0 0 0 KEVIN HUFFMAN SEE SCH O CEO, ACCELERATE (SEE SCH O) 333916 0 0 0 0 0 0 0 16767 0 350683 0 0 0 DIANE FORD CFO & SECRETARY 220364 0 55000 0 0 0 0 0 24378 0 299742 0 0 0 JOANNA MIKULSKI CFPDO 243873 0 0 0 0 0 0 0 16088 0 259961 0 0 0 ALLISON BAJRACHARYA CHIEF OF STRATEGY AND COMMUNITIES 184790 0 25000 0 0 0 0 0 17243 0 227033 0 0 0 WILLIAM CLAIBORNE FERGUSON PROGRAM DIRECTOR 153900 0 0 0 0 0 0 0 737 0 154637 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PROVIDED THE FINANCE & AUDIT COMMITTEE WITH A DRAFT OF THIS FORM FOR REVIEW AND PROVIDED EDITS TO THE TAX PREPARER. THE DRAFT OF THE 990 WAS ALSO SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH A RELATED PARTY HAS A FINANCIAL INTEREST AND IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE APPROVED BY THE BOARD OF DIRECTORS OR AN AUTHORIZED BOARD COMMITTEE ONLY AFTER THE BOARD OR THE AUTHORIZED COMMITTEE DETERMINES THAT THE TRANSACTION, AGREEMENT OR ARRANGEMENT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. WHEN A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF THE ORGANIZATION BECOMES AWARE THAT HE OR SHE, OR HIS OR HER FAMILY MEMBERS OR RELATED ENTITIES IS INVOLVED IN A CONFLICT TRANSACTION: (A) HE OR SHE SHALL IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS OF THE FINANCIAL INTEREST IN THE CONFLICT TRANSACTION TO THE AUDIT COMMITTEE OR, IF THERE IS NO AUDIT COMMITTEE, TO THE BOARD; (B) HE OR SHE MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE BOARD'S OR THE AUTHORIZED COMMITTEE'S DISCUSSION, BUT SHALL NOT BE PHYSICALLY PRESENT DURING THE FINAL DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION; (C) IF A DIRECTOR, HE OR SHE SHALL NOT VOTE ON THE CONFLICT TRANSACTION; AND (D) HE OR SHE SHALL REFRAIN FROM IMPROPERLY INFLUENCING THE DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION. 2) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL TAKE INTO ACCOUNT THE RESTRICTIONS REGARDING EITHER SELF-DEALING OR EXCESS BENEFIT TRANSACTIONS UNDER IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. 3) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION IN WHICH A RELATED PARTY HAS A "SUBSTANTIAL FINANCIAL INTEREST", NOT JUST A FINANCIAL INTEREST, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL, IN ADDITION TO FOLLOWING THE PROCEDURES SET FORTH ABOVE: (A) CONSIDER ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE; (B) APPROVE THE CONFLICT TRANSACTION BY NOT LESS THAN A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS PRESENT AT THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE; AND (C) CONTEMPORANEOUSLY DOCUMENT IN THE MEETING MINUTES THE BASIS FOR THE BOARD'S OR THE AUTHORIZED COMMITTEE'S APPROVAL OF THE CONFLICT TRANSACTION, INCLUDING ITS CONSIDERATION OF ANY ALTERNATIVE TRANSACTION. 4) ALL QUESTIONS AS TO WHETHER A RELATED PARTY HAS A FINANCIAL INTEREST OR A SUBSTANTIAL FINANCIAL INTEREST IN TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE RESOLVED BY A VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE IN WHICH THE INTERESTED INDIVIDUAL, IF HE OR SHE IS A DIRECTOR, MAY NOT VOTE. 5) THE MINUTES OF THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE CONSIDERING THE CONFLICT TRANSACTION SHALL (I) REFLECT THAT THE RELATED PARTY'S FINANCIAL INTEREST IN THE TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT WAS DISCLOSED, (II) STATE THAT THE RELATED PARTY (AND ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE AFFILIATED WITH THE RELATED PARTY) WAS NOT PRESENT DURING THE FINAL DELIBERATION OR VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE ON THE CONFLICT TRANSACTION, (III) STATE THAT THE RELATED PARTY, IF A DIRECTOR, ABSTAINED FROM VOTING ON THE CONFLICT TRANSACTION, (IV) DESCRIBE THE ACTION TAKEN BY THE BOARD OR THE AUTHORIZED COMMITTEE RELATING TO THE CONFLICT TRANSACTION (E.G., APPROVAL OR DISAPPROVAL), AND (V) DESCRIBE ANY CONSIDERATION OF ALTERNATIVE TRANSACTIONS, TO THE EXTENT APPLICABLE, BY THE BOARD OR THE AUTHORIZED COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION SUMMARY WHICH INCLUDES RESEARCH AND COMPARABLE DATA IS COMPLETED FOR ALL EMPLOYEES THAT ARE DESIGNATED OFFICERS, DIRECTORS, AND HIGHLY COMPENSATED AT DATE OF HIRE AND UPON A REQUEST TO CHANGE. THIS PROCESS DOCUMENTS AMERICA ACHIEVES' EFFORT TO ASSESS THE REASONABLENESS OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990 PART VII - FOOTNOTE REGARDING STEFAN PRYOR COMPENSATION KEVIN HUFFMAN AND NAEHA DEAN LEFT ON JANUARY 1, 2023 AS ACCELERATE SPUN OFF. FORM 990, PART IX, LINE 11G POLICY PLANNING: PROGRAM SERVICE EXPENSES 1,647,487. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,647,487. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 1,694,125. MANAGEMENT AND GENERAL EXPENSES 306,267. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000,392. COMMUNICATIONS & MARKETING: PROGRAM SERVICE EXPENSES 430,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 430,350. DATA ANALYSIS: PROGRAM SERVICE EXPENSES 165,837. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,837. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 153,810. MANAGEMENT AND GENERAL EXPENSES 97,230. FUNDRAISING EXPENSES 23,073. TOTAL EXPENSES 274,113. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS -9,507,790. RETURN OF GRANT FUNDS 544,236. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS TRANSFER OF ASSETS: IN JANUARY 2023, AMERICA ACHIEVES COMPLETED THE SPIN-OFF OF SUBSTANTIALLY ALL THE NET ASSETS COMPRISING ITS TUTORING INITIATIVE TO ACCELERATE, A NEWLY FORMED 501(C)(3) ORGANIZATION ESTABLISHED EXPRESSLY FOR THIS PURPOSE. AMERICA ACHIEVES' CHIEF EXECUTIVE OFFICER ALSO SERVES AS A BOARD MEMBER OF ACCELERATE, A POSITION WHICH NO FINANCIAL REMUNERATION IS GIVEN. DURING THE FISCAL YEAR ENDING AUGUST 31, 2023, AMERICA ACHIEVES TRANSFERRED ASSETS AND LIABILITIES RELATED TO ACCELERATE TOTALING $9,507,790. THIS TOTAL CONSISTED MAINLY OF DONOR-RESTRICTED CONTRIBUTIONS RECEIVED FOR THIS PROGRAM THAT HAD NOT BEEN EXPENDED AS OF THE ASSIGNMENT DATE. THIS AMOUNT HAS BEEN REPORTED AS NON-OPERATING ACTIVITY ON THE STATEMENT OF ACTIVITIES FOR THE YEAR THEN ENDED. AS OF AUGUST 31, 2023, AN UNPAID BALANCE OF $1,175,000 REMAINED ON THE STATEMENT OF FINANCIAL POSITION PENDING DONOR APPROVAL AND THE SATISFACTION OF LEGACY LIABILITIES. THE UNPAID BALANCE HAS BEEN TRANSFERRED TO ACCELERATE SUBSEQUENT TO YEAR END. RETURN OF GRANT FUNDS: DURING THE YEAR ENDED AUGUST 31, 2022, AMERICA ACHIEVES AWARDED A GRANT TO A UNIVERSITY THROUGH THE TUTORING INITIATIVE PROGRAM THAT TOTALED $1,050,000. THE GRANTEE WAS UNABLE TO USE $544,236 OF THIS GRANT FOR THE DESIGNATED PURPOSE WHICH RESULTED IN THE UNUSED FUNDS BEING RETURNED TO AMERICA ACHIEVES DURING THE YEAR ENDED AUGUST 31, 2023.