2025-12-15T12:07:25-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-07-01 750800699 ASCEND DALLAS ASCE 2149565901 4201 SPRING VALLEY ROAD STE 1400 DALLAS TX 75244 KATE ROSE MARQUEZ CEO 2149565901 2025-12-08 1 1 JENNIFER M VACHA P01251998 9726611843 2025-12-08 2024 2025-03-06 01:10:19Z KATE ROSE MARQUEZ 4201 SPRING VALLEY ROAD STE 1400 DALLAS TX 75244 6018969 0 X WWW.ASCENDDALLAS.ORG X 1908 TX AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS. 20 20 69 88 0 0 5487487 5817901 15784 3996 4601 161226 -77793 -120764 5430079 5862359 0 0 0 0 4307667 4334425 0 0 387784 1286226 1306225 5593893 5640650 -163814 221709 2947013 3235893 1576810 1643981 1370203 1591912 X AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS. 1 0 2539781 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 FY24-25, NFP SERVED 356 MOTHERS AND 291 BABIES. 2064852 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 24-25, THE PROGRAM REACHED 2,608 PARTICIPANTS. 2923 3996 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. ASCEND DALLAS MATCHED SAVINGS PROGRAM AIMS TO IMPROVE THE ECONOMIC SELF-SUFFICIENCY OF FAMILIES, PRIMARILY THOSE SERVED THROUGH OUR NURSE-FAMILY PARTNERSHIP. THE SAVINGS ACCOUNTS ARE ARE PART OF A LARGER WEALTH-BUILDING STRATEGY DESIGNED TO COMBINE MAINSTREAM BANKIONG ACCESS, FINANCIAL EDUCATION, 1:1 FINANCIAL COUNSELING AND OTHER FINANCIAL TOOLS TO BUILD A HABIT OF SAVINGS WITH THE GOAL OF PURCHASING ASSETS. 4607556 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 23 0 1 69 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 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 KAREN PERRY ASHMORE PRESIDENT 1.00 X X 0 0 0 TYLER JONES TREASURER 1.00 X X 0 0 0 CYNTHIA NWAUBANI SECRETARY 1.00 X X 0 0 0 ANDREA ALBRIGHT DIRECTOR 1.00 X 0 0 0 LEONA ALLEN FORD DIRECTOR 1.00 X 0 0 0 TIFFANY BRUNSON DIRECTOR 1.00 X 0 0 0 EMILY CASSO FORD DIRECTOR 1.00 X 0 0 0 MELISSA COOKSEY DIRECTOR 1.00 X 0 0 0 YVETTE GARCIA DIRECTOR 1.00 X 0 0 0 IRMA GONZALEZ DIRECTOR 1.00 X 0 0 0 MARY GOODRICH NIX DIRECTOR 1.00 X 0 0 0 MALIA HODGES DIRECTOR 1.00 X 0 0 0 MAURA JACKSON DIRECTOR 1.00 X 0 0 0 HEATHER LISLE DIRECTOR 1.00 X 0 0 0 CARMEN MEDRANO CARY DIRECTOR 1.00 X 0 0 0 JERVONNE NEWSOME DIRECTOR 1.00 X 0 0 0 JESSICA SHEPHERD DIRECTOR 1.00 X 0 0 0 MELISSA SHERRILL MARTIN DIRECTOR 1.00 X 0 0 0 LINDSAY SMELSER DIRECTOR 1.00 X 0 0 0 HOLLY TUCKER DIRECTOR 1.00 X 0 0 0 KATE ROSE MARQUEZ CEO 40.00 X 297929 0 33685 SUSAN SMITHSON CHIEF STRATEGY OFFICER 40.00 X 202581 0 31658 LAURA LAROCHELLE CHIEF DEVELOPMENT OFFICER 40.00 X 133966 0 20562 ELLEN PARR CHIEF FINANCIAL OFFICER (THRU 12/24) 40.00 X 132261 0 10384 766737 0 96289 4 0 1 0 0 365000 331618 2640049 2481234 14543 5817901 COACHING INSTITUTE 611430 3996 3996 3996 161226 161226 29683 331618 156610 -126927 -126927 MISCELLANEOUS 900099 6163 6163 6163 5862359 3996 0 40462 838369 572610 154722 111037 2943976 2713889 69496 160591 73169 68318 2890 1961 199844 185728 4922 9194 279067 241690 17872 19505 113 113 105521 40233 63064 2224 167271 73202 71392 22677 89554 25200 64354 113131 93942 14634 4555 185582 103387 74326 7869 260546 177052 54884 28610 97308 97046 7 255 110043 109107 686 250 10205 10205 19836 2621 16984 231 33489 27643 3462 2384 FEES & LICENSES 43077 21378 9263 12436 PROGRAM EXPENSES 39688 39189 499 OTHER EXPENSES 17903 4763 10847 2293 RECRUITMENT 12958 10558 1187 1213 5640650 4607556 645310 387784 270275 915341 341580 202141 1061580 1016183 1027 25470 139151 118101 463556 439907 42619 23649 1090781 935008 2947013 3235893 368046 629670 8708 13996 43601 0 1156455 1000315 1576810 1643981 X 113328 338304 1256875 1253608 1370203 1591912 2947013 3235893 221709 0 X 0 1 X 1 1 1 X 3585550 4188904 5171935 5487487 5817901 24251777 3585550 4188904 5171935 5487487 5817901 24251777 413823 23837954 14 57 45 4601 161226 165943 2276 2032 456 5211 6163 16138 24433858 52292 0.97560 0.95880 X SCHEDULE A, PART II, SECTION B, LINE 8 ASCEND DALLAS RECEIVED THE EMPLOYEE RETENTION CREDIT (ERC) REFUND DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE REFUND INCLUDED INTEREST PAID BY THE U.S. TREASURY. OF THE TOTAL INTEREST INCOME REPORTED FOR THE YEAR ($161,226), APPROXIMATELY $151,665 IS ATTRIBUTABLE TO INTEREST RECEIVED ON THE ERC REFUND. THIS AMOUNT IS NONRECURRING AND CONTRIBUTES TO SIGNIFICANTLY HIGHER INTEREST INCOME FOR FISCAL YEAR 2025 COMPARED TO PRIOR YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7606 1560 6046 151439 135908 15531 304511 302439 2072 23649 DEPOSITS 18442 RIGHT OF USE ASSETS, NET 916566 935008 LEASE LIABILITIES 1000315 1000315 X 5862359 0 5862359 0 5862359 5640650 0 5640650 0 5640650 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, 2025 AND 2024, 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. POP FIZZ CLINK 361301 331618 29683 50572 45585 1300 59153 361301 331618 29683 50572 45585 1300 59153 156610 -126927 X X 0 0 0 0 0 0 0 1 0 KATE ROSE MARQUEZ CEO 259429 0 22000 0 16500 0 14649 0 19036 0 331614 0 0 0 SUSAN SMITHSON CHIEF STRATEGY OFFICER 183713 0 18868 0 0 0 11276 0 20382 0 234239 0 0 0 LAURA LAROCHELLE CHIEF DEVELOPMENT OFFICER 120753 0 13213 0 0 0 7567 0 12995 0 154528 0 0 0 PART I, LINE 7 THE BONUS FOR THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (DISCRETIONARY BONUS UP TO 10% OF SALARY). BONUSES PAID TO THE EXECUTIVE LEADERSHIP TEAM (CHIEF STATEGY OFFICER & CHIEF DEVELOPMENT OFFICER) ARE DECIDED BY THE CEO AND ARE DISCRETIONARY. FORM 990, PART III, LINE 2 IN FISCAL YEAR 2025, THE ORGANIZATION IMPLEMENTED THE MATCHED SAVINGS PROGRAM WHICH AIMS TO IMPROVE THE ECONOMIC SELF-SUFFICIENCY OF FAMILIES, PRIMARILY THOSE SERVED THROUGH OUR NURSE-FAMILY PARTNERSHIP. THE SAVINGS ACCOUNTS ARE ARE PART OF A LARGER WEALTH-BUILDING STRATEGY DESIGNED TO COMBINE MAINSTREAM BANKING ACCESS, FINANCIAL EDUCATION, 1:1 FINANCIAL COUNSELING AND OTHER FINANCIAL TOOLS TO BUILD A HABIT OF SAVINGS WITH THE GOAL OF PURCHASING ASSETS. 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. FORM 990, PART VIII, LINE 3: ASCEND DALLAS RECEIVED THE EMPLOYEE RETENTION CREDIT (ERC) REFUND DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE REFUND INCLUDED INTEREST PAID BY THE U.S. TREASURY. OF THE TOTAL INTEREST INCOME REPORTED FOR THE YEAR ($161,226), APPROXIMATELY $151,665 IS ATTRIBUTABLE TO INTEREST RECEIVED ON THE ERC REFUND. THIS AMOUNT IS NONRECURRING AND CONTRIBUTES TO SIGNIFICANTLY HIGHER INTEREST INCOME FOR FISCAL YEAR 2025 COMPARED TO PRIOR YEAR.