2024-11-12T16:56:19-06:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2024-11-12 1 0 FRANK H SMITH P00639053 2022274000 2024-11-12 2023 2024-10-15 13:58:12Z KAREN A STOUT 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 40470527 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 13 13 74 16 0 0 6925530 8110457 9431354 8279498 515086 487003 22538 11296 16894508 16888254 4501467 1777982 0 0 10736585 10150809 0 0 381258 9318718 8980713 24556770 20909504 -7662262 -4021250 46914728 43676784 8610708 6732191 38304020 36944593 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 9365066 747482 4418877 I. NETWORK ENGAGEMENTS -SERVICESACHIEVING THE DREAM (ATD) IS A PARTNER AND CHAMPION OF MORE THAN 300 COMMUNITY COLLEGES ACROSS THE COUNTRY. DRAWING ON OUR EXPERT COACHES, GROUNDBREAKING PROGRAMS, AND NATIONAL PEER NETWORK, WE PROVIDE INSTITUTIONS WITH INTEGRATED, TAILORED SUPPORT FOR EVERY ASPECT OF THEIR WORK FROM FOUNDATIONAL CAPACITIES SUCH AS LEADERSHIP, DATA, AND EQUITY TO INTENTIONAL STRATEGIES FOR SUPPORTING STUDENTS HOLISTICALLY, BUILDING K12 PARTNERSHIPS, AND MORE. WE CALL THIS WHOLE COLLEGE TRANSFORMATION. OUR VISION IS FOR EVERY COLLEGE TO BE A CATALYST FOR EQUITABLE, ANTIRACIST, AND ECONOMICALLY VIBRANT COMMUNITIES. WE KNOW THAT WITH THE RIGHT PARTNER AND THE RIGHT APPROACH, COLLEGES CAN DRIVE ACCESS, COMPLETION RATES, AND EMPLOYMENT OUTCOMES SO THAT ALL STUDENTS CAN ACCESS LIFE-CHANGING LEARNING THAT PROPELS THEM INTO COMMUNITY-CHANGING CAREERS.A COLLEGE WILL TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE, FOUNDATIONS OF TRANSFORMATION, 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 FY24, ATD BROUGHT IN 17 NEW COLLEGES INTO THE NETWORK. 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 PARTNERSHIPS, OR TEACHING AND LEARNING SERVICES, WHICH COME WITH MORE IN-DEPTH ASSESSMENTS, COACHING AND TECHNICAL ASSISTANCE. THESE INNOVATIONS DRIVE INSTITUTIONAL TRANSFORMATION AROUND EQUITY, ACCESS, MOMENTUM, AND MOBILITY.ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 28 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE DEMONSTRATED VAST IMPROVEMENTS IN THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE EQUITY 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 CONTINUED OUR WORK WITH THE 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 ORLANDO, FLORIDA TO WORK TOGETHER AND LEARN BEST PRACTICES AND THE 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 PEER-LEARNING 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 EQUITY & JUSTICE INSTITUTE, THAT GARNERED MORE THAN 500 REGISTRANTS AT NO COST TO ATTENDEES, SPONSORED BY THE ASCENDIUM EDUCATION GROUP. 4656008 1030500 3840271 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 AND THE UNIVERSITY OF SOUTHERN CALIFORNIA, WITH FUNDING FROM THE KRESGE FOUNDATION AND GREATER TEXAS FOUNDATION, SUPPORTED A GROUP OF EIGHT COLLEGES TO CRAFT CHANGE EFFORTS TO REDUCE OR ELIMINATE BARRIERS TO SUCCESS FOR GROUPS OF STUDENTS AND FACULTY BEGINNING IN 2023 AND CONTINUING THROUGH THE SPRING OF 2024.- 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. - 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 NATION SCALE PROMISING EFFORTS TO REENROLL ADULT LEARNERS IN COMMUNITY COLLEGES, WITH SUPPORT FROM THE LUMINA FOUNDATION FOR EDUCATION. - IN OCTOBER OF 2023, ATD LAUNCHED THE ALLIANCE FOR BLACK LEARNER EXCELLENCE COHORT INITIATIVE AT THE AMERICAN ASSOCIATION OF COMMUNITY COLLEGES TRUSTEES LEADERSHIP CONGRESS. WITH PLANNING GRANT SUPPORT FROM ECMC FOUNDATION, THE INITIATIVE SEEKS TO IDENTIFY STRATEGIES REQUIRED TO EXPAND ACCESS AND OPPORTUNITY FOR BLACK LEARNERS AND, IN DOING SO, IDENTIFY AND SCALE HIGH-IMPACT PRACTICES THAT LEAD TO GREATER ACCESS AND MOMENTUM FOR BLACK LEARNERS.- ATD'S SUPPORT OF RURAL COLLEGES CONTINUED THROUGH A GRANT TO SUPPORT ENGAGEMENT WITH SEVEN RURAL NETWORK INSTITUTIONS FOCUSED ON PREPARING AND CONNECTING STUDENTS TO CAREERS IN THE DIGITAL ECONOMY BY IDENTIFYING AND CLOSING EQUITY GAPS, DEVELOPING AND STRENGTHENING COMMUNITY PARTNERSHIPS, AND FOSTERING A CULTURE OF EVIDENCE.- ATD'S K12 PARTNERSHIP WORK INCLUDES CONTINUED ITS SUPPORT OF OUR NEARLY 30 GATEWAY TO COLLEGE PROGRAMS, WHICH REENGAGE OFF TRACK AND OUT OF SCHOOL YOUTH IN COLLEGE-BASED REENGAGEMENT PROGRAMS AND CONTINUED WORK WITH A COHORT OF FOUR COMMUNITIES IN BUILDING SCHOOL TO COLLEGE TO CAREER PATHWAYS, WITH SUPPORT FROM THE CARNEGIE CORPORATION OF NEW YORK. - 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. 14021074 1 1 0 0 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 1 149 0 1 74 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 CA 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 4.00 X X 0 0 0 DR MIKE FLORES SECRETARY 2.00 X 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 MONTE RANDALL DIRECTOR 1.00 X 0 0 0 RICARDO TORRES DIRECTOR 1.00 X 0 0 0 KAREN A STOUT PRESIDENT & CEO 40.00 X 683834 0 54762 EMILY FROIMSON CHIEF OPERATING OFFICER 40.00 X 228541 0 19012 SUSAN MAYER CHIEF LEARNING OFFICER 40.00 X 225817 0 23606 MONICA PARRISH TRENT CHIEF PROGRAM AND NETWORK OFFICER 40.00 X 221889 0 19993 KHALISA JACOBS CHIEF OF STAFF 40.00 X 172095 0 24324 JAQUELINE CORTEZ WANG CHIEF STRAT. OFFICER, VP EXT. PSHIPS 40.00 X 215445 0 18064 PAULA TALLEY EXEC. DIRECTOR, PROGRAM DEVELOPMENT 40.00 X 168335 0 32990 JANICE STUCKE CHIEF FINANCIAL OFFICER 40.00 X 163545 0 20151 TERIANNE SOUSA EXECUTIVE DIRECTOR 40.00 X 155806 0 22974 DERRICK SEMENEH EXEC DIRECTOR IT/DIGITAL TRANSFORMATION 40.00 X 160130 0 18938 2395437 0 254814 30 0 1 0 COMMUNICATIONWORKS LLC 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 MARKETING AND COMMUNICATIONS 234119 FRIDAY PARTNERS LLC 1632 BROADWAY ST 422 EUREKA CA 95501 EDUCATION 228880 HEACOCK COACHING & CONSULTING 721 DIVIDING ROAD SEVERNA MD 21146 COACHING 116325 ASA RESEARCH LLC 4800 HAMPDEN LANE BETHESDA MD 20814 RESEARCH 111245 MEOSTRYE CONSULTING LLC 6080 MOUNT ERIN DRIVE ALEXANDRIA VA 22315 COACHING 101488 5 8110457 8110457 PROGRAM SERVICE FEES 900099 5270660 5270660 CONTRACTS 900099 1550547 1550547 CONFERENCE 900099 1437941 1437941 HONORARIUM 900099 20350 20350 8279498 876355 876355 23192921 23582273 -389352 -389352 -389352 3272 0 3272 3272 REIMBURSEMENTS 900099 4657 4657 MISCELLANEOUS 900099 3367 3367 8024 16888254 8279498 0 498299 X 1726482 1726482 51500 51500 1637835 614570 928238 95027 6788546 3999624 2570095 218827 471241 264596 192090 14555 661704 365188 276201 20315 591483 321131 248971 21381 119710 119710 91480 91480 3761064 3451450 309614 317113 180 316933 85454 61360 24094 685787 23729 661878 180 312704 312704 1246819 1130139 111260 5420 1984653 1956419 24279 3955 89555 89555 56600 56600 MISCELLANEOUS EXPENSES 149508 19008 130500 PROFESSIONAL DEVEL. 45057 30508 13523 1026 DUES & PUBLICATIONS 35209 5190 29447 572 20909504 14021074 6507172 381258 2491445 1580661 2190469 395428 3864197 4084651 1107696 485229 382235 323196 529604 366854 249209 162750 34219102 34500513 2410375 2144356 46914728 43676784 1706387 1511720 2158821 1272071 1887309 1284995 2858191 2663405 8610708 6732191 X 29635978 30064156 8668042 6880437 38304020 36944593 46914728 43676784 -4021250 2661823 0 X 0 1 X 1 0 X 13327924 27412714 13807317 6925530 8110457 69583942 13327924 27412714 13807317 6925530 8110457 69583942 24140927 45443015 251366 242777 725425 796109 876355 2892032 233 2505 11409 6639 20786 72496760 42546860 0.62680 0.60860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 233. 2021 AMOUNT: $ 2,505. 2022 AMOUNT: $ 11,409. 2023 AMOUNT: $ 6,639. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57179 40365 16814 472425 326489 145936 162750 OPERATING LEASE LIABILITY 2481976 DEFERRED COMPENSATION LIABILITY 181429 2663405 X 19471570 2661823 12973 2674796 16796774 91480 91480 16888254 20830997 12973 12973 20818024 91480 91480 20909504 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2024 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. 1 AUSTIN COMMUNITY COLLEGE DISTRICT 9101 TUSCANY WAY AUSTIN TX 78754 741742036 GOVT ENTITY 90000 0 IMPLEMENTATION GRANTS BAY COLLEGE 2001 N LINCOLN RD ESCANABA MI 49829 381711021 GOVT ENTITY 90000 0 IMPLEMENTATION GRANTS COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION 1700 SPRING GARDEN STREET PHILADELPHIA PA 19130 232612698 501(C)(3) 90000 0 IMPLEMENTATION GRANTS CUYAHOGA COMMUNITY COLLEGE DISTRICT 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 GOVT ENTITY 90000 0 IMPLEMENTATION GRANTS LORAIN COUNTY COMMUNITY COLLEGE 1005 NORTH ABBE ROAD ELYRIA OH 44035 340930187 GOVT ENTITY 90000 0 IMPLEMENTATION GRANTS NORTHEAST WISCONSIN TECHNICAL COLLEGE 2740 WEST MASON STREET PO BOX 19042 GREEN BAY WI 543079042 391087141 501(C)(3) 90000 0 IMPLEMENTATION GRANTS NORTHERN ESSEX COMMUNITY COLLEGE 100 ELLIOTT STREET HAVERHILL MA 01830 042498732 501(C)(3) 90000 0 IMPLEMENTATION GRANTS NORTHERN VIRGINIA COMMUNITY COLLEGE 3924 PENDER DRIVE SUITE 143 FAIRFAX VA 22030 541268263 GOVT ENTITY 90000 0 IMPLEMENTATION GRANTS PIERCE COLLEGE 9401 FARWEST DRIVE SW LAKEWOOD WA 98498 910821742 GOVT ENTITY 90000 0 IMPLEMENTATION GRANTS RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET NEW YORK NY 10036 131988190 501(C)(3) 90000 0 IMPLEMENTATION GRANTS FORT PECK COMMUNITY COLLEGE 605 INDIAN AVE PO BOX 398 POPLAR MT 59255 810374399 501(C)(3) 80000 0 IMPLEMENTATION GRANTS AANIIIH NAKODA COLLEGE PO BOX 159 HARLEM MT 59526 810420980 501(C)(3) 40000 0 IMPLEMENTATION GRANTS COLLEGE OF MENOMINEE NATION PO BOX 1179 N 172 STATE HWY 47-55 KESHENA WI 54135 391773613 501(C)(3) 40000 0 IMPLEMENTATION GRANTS LAC COURTE OREILLES OJIBWE UNIVERSITY 13466 W TREPANIA RD HAYWARD WI 54843 391453493 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 SALISH KOOTENAI COLLEGE INC PO BOX 70 PABLO MT 598550070 810378823 501(C)(3) 40000 0 IMPLEMENTATION GRANTS FOND DU LAC TRIBAL & COMMUNITY COLLEGE 2101 14TH ST CLOQUET MN 55720 411849304 GOVT ENTITY 25000 0 IMPLEMENTATION GRANTS ALAMO COMMUNITY COLLEGE DISTRICT 2222 N ALAMO STREET SAN ANTONIO TX 78215 746002173 GOVT ENTITY 15000 0 IMPLEMENTATION GRANTS EL PASO COMMUNITY COLLEGE PO BOX 20500 EL PASO TX 79925 741690850 GOVT ENTITY 15000 0 AWARD BERKSHIRE COMMUNITY COLLEGE 1350 WEST ST PITTSFIELD MA 01201 042736585 501(C)(3) 7500 0 IMPLEMENTATION GRANTS CLOVIS COMMUNITY COLLEGE 417 SCHEPPS BLVD CLOVIS NM 88101 850390140 GOVT ENTITY 7500 0 IMPLEMENTATION GRANTS COLUMBIA-GREENE COMMUNITY COLLEGE 4400 ROUTE 23 HUDSON NY 12534 141504452 GOVT ENTITY 7500 0 IMPLEMENTATION GRANTS HALIFAX COMMUNITY COLLEGE PO DRAWER 809 100 COLLEGE DRIVE WELDON NC 27890 560896018 GOVT ENTITY 7500 0 IMPLEMENTATION GRANTS NORTHWEST MISSISSIPPI COMMUNITY COLLEGE 4975 HIGHWAY 51 NORTH SENATOBIA MS 38668 646001610 GOVT ENTITY 7500 0 IMPLEMENTATION GRANTS SOUTHEAST KENTUCKY COMMUNITY AND TECHNICAL COLLEGE 300 NORTH MAIN STREET VERSAILLES KY 40383 611320380 GOVT ENTITY 7500 0 IMPLEMENTATION GRANTS 26 SCHOLARSHIPS 10 46000 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 X X X 0 0 0 0 0 0 0 1 0 KAREN A STOUT PRESIDENT & CEO 467884 0 215950 0 0 0 45600 0 9162 0 738596 0 0 0 SUSAN MAYER CHIEF LEARNING OFFICER 225817 0 0 0 0 0 15383 0 8223 0 249423 0 0 0 EMILY FROIMSON CHIEF OPERATING OFFICER 228541 0 0 0 0 0 15872 0 3140 0 247553 0 0 0 MONICA PARRISH TRENT CHIEF PROGRAM AND NETWORK OFFICER 221889 0 0 0 0 0 15711 0 4282 0 241882 0 0 0 JAQUELINE CORTEZ WANG CHIEF STRAT. OFFICER, VP EXT. PSHIPS 215445 0 0 0 0 0 15052 0 3012 0 233509 0 0 0 PAULA TALLEY EXEC. DIRECTOR, PROGRAM DEVELOPMENT 168335 0 0 0 0 0 12487 0 20503 0 201325 0 0 0 KHALISA JACOBS CHIEF OF STAFF 172095 0 0 0 0 0 12569 0 11755 0 196419 0 0 0 JANICE STUCKE CHIEF FINANCIAL OFFICER 160545 0 3000 0 0 0 11819 0 8332 0 183696 0 0 0 DERRICK SEMENEH EXEC DIRECTOR IT/DIGITAL TRANSFORMATION 160130 0 0 0 0 0 11326 0 7612 0 179068 0 0 0 TERIANNE SOUSA EXECUTIVE DIRECTOR 155806 0 0 0 0 0 11433 0 11541 0 178780 0 0 0 PART I, LINE 7 TWO OF ATD'S OFFICERS AND HIGHEST COMPENSATED EMPLOYEES RECEIVED DISCRETIONARY PERFORMANCE BONUSES DURING CALENDAR YEAR 2023. 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 0. MANAGEMENT AND GENERAL EXPENSES 61,726. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,726. CONSULTANTS - RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,126. COACHING STIPENDS: PROGRAM SERVICE EXPENSES 2,594,892. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,594,892. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 856,558. MANAGEMENT AND GENERAL EXPENSES 174,057. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,030,615. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,825. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,825. CONSULTANTS - OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 36,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,880.