2025-01-28T17:35:27-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2023-07-01 750800699 ASCEND DALLAS ASCE 2149565901 4201 SPRING VALLEY ROAD STE 1400 DALLAS TX 75244 KATE ROSE MARQUEZ CEO 2149565901 2025-01-28 1 1 JENNIFER M VACHA P01251998 9726611843 2025-01-28 2023 2025-03-06 01:10:19Z X KATE ROSE MARQUEZ 4201 SPRING VALLEY ROAD STE 1400 DALLAS TX 75244 5572298 0 X WWW.ASCENDDALLAS.ORG X 1908 TX AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS. 23 23 58 69 0 0 5171935 5487487 32512 15784 45 4601 -70994 -77793 5133498 5430079 0 0 0 0 3352695 4307667 0 0 318813 1293182 1286226 4645877 5593893 487621 -163814 3271302 2947013 1737285 1576810 1534017 1370203 AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS. 0 0 2519861 ASCEND DALLAS ECONOMIC ADVANCEMENT EMPOWERS WOMEN WITH THE CONFIDENCE AND KNOWLEDGE NEEDED TO MAKE SOUND FINANCIAL DECISIONS. WITH THE SUPPORT AND ACCOUNTABILITY OF AN ASCEND DALLAS FINANCIAL COACH, WOMEN DEVELOP SMART GOALS TO CHART THEIR PATH TO FINANCIAL GROWTH. CLIENTS CAN JOIN ANY OF OUR RESILIENCY PATHWAYS AIMED AT PERSONAL FINANCE, CAREER GROWTH, BUSINESS FINANCE AND PERSONAL WELLNESS. OUTCOMES SHOW IMPROVEMENTS IN FINANCIAL KNOWLEDGE, SAVINGS, CREDIT, DEBT AND INCOME. IN FY 23-24, THE PROGRAM REACHED 2,160 PARTICIPANTS. 2223656 ASCEND DALLAS NURSE-FAMILY PARTNERSHIP (NFP) EMPOWERS VULNERABLE FIRST-TIME MOMS TO TRANSFORM THEIR LIVES AND CREATE BETTER FUTURES FOR THEMSELVES AND THEIR BABIES. NFP WORKS BY HAVING SPECIALLY TRAINED NURSES REGULARLY VISIT YOUNG, FIRST-TIME MOMS-TO-BE, STARTING EARLY IN THE PREGNANCY AND CONTINUING THROUGH THE CHILD'S SECOND BIRTHDAY. DURING FY23-24, NFP SERVED 329 WOMEN AND 260 BABIES. 8086 15784 THE ASCEND DALLAS COACHING INSTITUTE TEACHES PRACTITIONERS TO COACH OTHERS ON FINANCIAL TOPICS THROUGH DYNAMIC, INTERACTIVE COACH TRAINING THAT COMBINES FUNDAMENTAL COACHING SKILLS WITH STRONG FINANCIAL CONTENT. THE TRAINING HELPS COACHES CREATE A SOLID UNDERSTANDING OF HOW THEY CAN USE COACHING SKILLS AND TOOLS TO WORK WITH CLIENTS TO CO-CREATE POSITIVE CHANGE. CONTRACTED THROUGH CNM INGENUITY, INC, OUR TRAINING CREATES A PATHWAY FOR COACHES TO BECOME CERTIFIED BY CNM, ICF OR/AND BCC. THE PAST YEAR, WE PROVIDED TRAINING FOR 118 COACHES. 4751603 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 58 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KATE ROSE MARQUEZ 2149565901 4201 SPRING VALLEY ROAD STE 1400 DALLAS TX 75244 MICHELLE HUDSON PRESIDENT 1.00 X X 0 0 0 JAMES VAUGHAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 KAREN ASHMORE PRESIDENT ELECT/TREASURER/FINANCE CHAIR 1.00 X X 0 0 0 ASHLEY STORMS SECRETARY 1.00 X X 0 0 0 EMILY CASSO NOM/GOV CHAIR 1.00 X 0 0 0 JEFF HARVEY DEV/MKTING CHAIR 1.00 X 0 0 0 ANDREA ALBRIGHT DIRECTOR 1.00 X 0 0 0 MELISSA COOKSEY DIRECTOR 1.00 X 0 0 0 ELLEN FARRELL DIRECTOR 1.00 X 0 0 0 LEONA ALLEN FORD DIRECTOR 1.00 X 0 0 0 MALIA HODGES DIRECTOR 1.00 X 0 0 0 CYNTHIA NWAUBANI DIRECTOR 1.00 X 0 0 0 JERVONNE NEWSOME DIRECTOR 1.00 X 0 0 0 JOLENE RISCH DIRECTOR 1.00 X 0 0 0 JESSICA SHEPHERD DIRECTOR 1.00 X 0 0 0 HOLLY TUCKER DIRECTOR 1.00 X 0 0 0 LINDA WILKINS DIRECTOR 1.00 X 0 0 0 MARY HENDERSON DIRECTOR 1.00 X 0 0 0 TIFFANY BRUNSON DIRECTOR (START 7/23) 1.00 X 0 0 0 TYLER JONES DIRECTOR (START 7/23) 1.00 X 0 0 0 CARMEN MEDRANO CARY DIRECTOR (START 7/23) 1.00 X 0 0 0 MELISSA SHERRILL MARTIN DIRECTOR (START 7/23) 1.00 X 0 0 0 STORMEE WILLIAMS DIRECTOR (START 7/23) 1.00 X 0 0 0 RENDA MATHEW DIRECTOR (7/23 THRU 6/24) 1.00 X 0 0 0 SHARI HICKS DIRECTOR (7/23 THRU 6/24) 1.00 X 0 0 0 KATE ROSE MARQUEZ CHIEF EXECUTIVE OFFICER 40.00 X 226155 0 29425 SUSAN SMITHSON CHIEF STRATEGY OFFICER 40.00 X 169772 0 20461 LAURA LAROCHELLE CHIEF DEVELOPMENT OFFICER 40.00 X 117330 0 16034 LEILANI MILLER CHIEF FINANCIAL OFFICER (THRU 11/23) 40.00 X 142631 0 8175 655888 0 74095 4 0 1 0 0 380000 408714 3339305 1359468 5487487 COACHING INSTITUTE 611430 15784 15784 15784 4601 4601 59215 408714 142219 -83004 -83004 MISCELLANEOUS 900099 5211 5211 5211 5430079 15784 0 -73192 837079 588035 116298 132746 2949003 2789606 71940 87457 137421 122991 6650 7780 103602 103602 280562 251101 13578 15883 3567 3567 62024 62024 212058 154300 39257 18501 692 30 414 248 137616 108602 26371 2643 149432 59504 79645 10283 239808 171492 45779 22537 114788 103514 9894 1380 119483 118159 917 407 3117 3117 32354 10042 21324 988 33155 28236 3368 1551 PROGRAM EXPENSES 86476 84477 1999 0 FEES & LICENSES 44059 20879 8664 14516 RECRUITMENT 43423 35170 6707 1546 OTHER EXPENSES 4174 1863 1964 347 5593893 4751603 523477 318813 602712 270275 336979 341580 1003623 1061580 1252 1027 43375 139151 462691 420072 46541 42619 1236820 1090781 3271302 2947013 384622 368046 8708 101446 43601 1251217 1156455 1737285 1576810 X -164354 113328 1698371 1256875 1534017 1370203 3271302 2947013 -163814 0 X 0 1 X 1 1 1 X 4253366 3585550 4188904 5171935 5487487 22687242 4253366 3585550 4188904 5171935 5487487 22687242 916716 21770526 38 14 57 45 4601 4755 5145 2276 2032 456 5211 15120 22707117 48296 0.95880 0.96540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7606 504 7102 151439 115922 35517 303646 303646 0 42619 DEPOSITS 18442 RIGHT OF USE ASSETS, NET 1072339 1090781 LEASE LIABILITIES 1156455 1156455 X 5489203 70059 70059 5419144 10935 10935 5430079 5653017 70059 70059 5582958 10935 10935 5593893 PART X, LINE 2: ASCEND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ASCEND DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. ASCEND IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR FUNDRAISING EXPENSES 10,935. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR FUNDRAISING EXPENSES 10,935. POP FIZZ CLINK 338500 279285 59215 731 111769 1278 1034 12407 RESOURCE FAIR 129429 129429 15000 467929 408714 59215 731 111769 1278 1034 27407 142219 -83004 X X 1 0 0 0 0 0 0 0 0 KATE ROSE MARQUEZ CHIEF EXECUTIVE OFFICER 226155 0 0 0 0 0 18684 0 10741 0 255580 0 0 0 SUSAN SMITHSON CHIEF STRATEGY OFFICER 169772 0 0 0 0 0 10498 0 9963 0 190233 0 0 0 LEILANI MILLER CHIEF FINANCIAL OFFICER (THRU 11/23) 122119 0 0 0 20512 0 5277 0 2898 0 150806 0 0 0 PART I, LINE 4A LELAINI RECEIVED A SEVERANCE PAYMENT OF $20,512.00 FORM 990, PART I LINE 19 WHILE EXPENSES EXCEEDED REVENUE FOR FISCAL YEAR 2024 BY $163,814, BOTH UNRESTRICTED AND RESTRICTED NET ASSETS WERE POSITIVE WITH AN ENDING FUND BALANCE OF $1,370,203. FORM 990, PART VI, SECTION A, LINE 4 THE LEGAL NAME OF ASCEND WAS PREVIOUSLY WOMEN IN NEED OF GENEROUS SUPPORT. DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION CHANGED ITS NAME TO ASCEND DALLAS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY MANAGEMENT. IT IS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND COMMENT. CHANGES ARE MADE, IF NEEDED, AND THE FINAL DRAFT IS SENT TO THE FULL BOARD FOR APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE GOVERNANCE COMMITTEE REVIEWS AND DETERMINES THE APPROPRIATE COURSE OF ACTION IN THE EVENT OF A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTE OF THE BOARD REVIEWS AND APPROVES CEO COMPENSATION ANNUALLY DURING THE PERFORMANCE REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. DOCUMENTS ARE ALSO AVAILABLE VIA GUIDESTAR AND CHARITY NAVIGATOR.